Chartered Financial Planners may develop ‘robo-process’

A firm of Chartered Financial Planners is looking at introducing some form of ‘robo-process’ to be used prior to a first client meeting.

An outsourced Paraplanning firm has reported a surge of enquiries about suitability reporting and platform due diligence after these areas came under the FCA spotlight.

About 400 financial advisers, Paraplanners and wealth managers are heading to London this morning to hear from a range of leading investment experts.

A Paraplanner is celebrating her promotion to the role of director in a somewhat unusual manner – by pledging to sleep rough for a night.

About 400 financial advisers, Paraplanners and wealth managers are set to head to London next week to hear from a range of leading investment experts.

A Financial Planning business is launching a new Paraplanner traineeship scheme designed to fast track new entrants into the profession.

As the dust settles on the latest Budget and the analysts pore over the detail contained in George Osborne’s red briefcase, Financial Planners have given their reaction to Financial Planning Today.

Paraplanners have been urged to get involved in the CISI’s new Paraplanners Interest Group.

A new professional accreditation for advisers and Paraplanners has been created by a ratings and research firm.

FCA technical specialist Rory Percival is among the headline speakers at a Financial Planning conference which is expected to attract around 200 delegates next week.