Thursday’s sold-out Paraplanners' Powwow - the annual get-together for Paraplanners who meet up in teepees in Northants - will feature the FCA’s Chris Hewitt as a keynote speaker.
The majority of Financial Planners expect to use more technology to boost client engagement in the next few years.
Wealth manager and Financial Planner Quilter Cheviot is to launch its first roadshows dedicated to Paraplanners.
Next month’s sold-out Paraplanners Powwow will feature the FCA’s Chris Hewitt.
Beaufort Financial, the national partnership of independent financial advisers, has added two are Midlands firms, in Worcestershire and Nottinghamshire.
Wealth management firm Beacon Wealth has been praised for its study support by a recent new hire, as the firm plans further expansion.
The Sixth National Paraplanners' Powwow sold out in just two weeks, organisers have confirmed.
Many Paraplanner Powwows have been planned all over the UK in the coming months as the ‘unconference’ training seminars for Paraplanners gear up for a busy period.
The CISI’s annual Paraplanner Conference heard this morning how Paraplanning can change lives.
The CISI’s annual Paraplanner Conference is under way and has attracted more than 120 attendees.
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