- Friday, 17 March 2017
I wrote early in 2017 about my hopes for the industry, and touched on unifying Financial Planning and Paraplanning communities, and how any future merger of the PFS and the CISI might give Paraplanners a voice.Read more...
- Wednesday, 15 February 2017
As the owner of a small financial planning practice I have been asking myself how on earth is a small business going to cope with a looming bureaucratic red tape nightmare?Read more...
- Wednesday, 14 December 2016
In the first of her new columns for Financial Planning Today, Chartered Financial Planner Nicola Watts APFS discusses the problem with recruiting Paraplanners with the right skills and experience and explains how fundamental a role she sees them playing in coming years.Read more...
- Monday, 14 December 2015
The director of a Financial Planning practice says most candidates she recently considered for a Paraplanning job failed to “hit the mark technically” and were unable to apply knowledge to a real life scenario.Read more...