Paraplanners must prepare for rise in vulnerable clients

Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.

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FCA expert: firms should get ready for 2019 advice review

The FCA's 2016 Assessing Suitability Review - a major review of the quality of financial advice in the UK - will be repeated in 2019 and Paraplanners and Financial Planners should begin preparing for it now, an FCA expert has told the CISI / IFP annual Paraplanner Conference today.

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'Superhero' Paraplanner conference gets underway

More than 130 Paraplanner delegates are in Hinckley, Leics, today for the annual CISI Paraplanner Conference 2017, which is getting under way this morning.

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Ex-IFP President joins board of wealth firm aiming to be UK’s largest

A former President of the Institute of Financial Planning has joined the board of a firm bidding to become the UK’s largest independent wealth management business.

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