CISI Paraplanner Conference second day begins
- Wednesday, 13 June 2018
- Articles
The CISI’s annual Paraplanner Conference is under way and has attracted more than 120 attendees.
Read more...Editor’s Comment: Female clients need a better deal
- Friday, 13 October 2017
- Comment
Even in these gender-fluid days I have to confess to being entirely male, as far as I know. This means that I will never truly experience what it feels like to be a women patronised by a man. I will never know what it’s like to be treated as a second class citizen by a financial adviser or mortgage broker.
Read more...Editor: Paraplanning needs real life superhero to move it forward
- Monday, 19 June 2017
- Comment
I attended last week’s CISI / IFP Paraplanning Conference at Hinckley in Leicestershire. It was a big success and yet...something is still missing from the burgeoning Paraplanning profession and something quite big. It needs a new direction.
Read more...