Tagged under
Entries open for IFP Paraplanner of the Year award
- Tuesday, 06 August 2013
- Articles
Entries are now open for this year's Paraplanner of the Year award being run by the Institute of Financial Planning.
Read more ...
JP Morgan finds mixed adviser views on post-RDR prosperity
- Monday, 05 August 2013
- Articles
Financial Planners and advisers have mixed views on their prosperity post-RDR, according to JP Morgan's first 'Adviser Prosperity Index.'
Read more ...
Tagged under
Annual Paraplanner award to be run by the IFP
- Friday, 26 July 2013
- Articles
This year's Paraplanner of the Year Award will now be run by the Institute of Financial Planning as its reaches its sixth year.
Read more ...
Tagged under
'Unconference' to be held for Paraplanners in September
- Friday, 21 June 2013
- Articles
Richard Allum CFPCM is holding a Paraplanner conference with a difference this summer called Paraplanner Powwow.
Read more ...
Tagged under
New Paraplanning technology for deVere Group
- Monday, 10 June 2013
- Articles
Financial advice firm deVere Group has unveiled new Paraplanning technology to be implemented worldwide.
Read more ...
Tagged under
'Fantastic' Paraplanning conference closes for third year
- Thursday, 23 May 2013
- Articles
The annual Institute of Financial Planning Paraplanner conference has come to a close for a third year.
Read more ...
Tagged under
Michelle Hoskin: Paraplanners need to recognise their value
- Thursday, 23 May 2013
- Articles
Michelle Hoskin says Paraplanners should avoid thinking of themselves as 'second-class citizens' within a Financial Planning firm and recognise their value.
Read more ...
Tagged under
How Paraplanners can best work with their Financial Planners
- Thursday, 23 May 2013
- Articles
Dealing with Financial Planners and their idiosyncrasies was the topic of the last morning session at the IFP Paraplanner Conference.
Read more ...
Tagged under
7IM's Urquhart Stewart: More should consider Financial Planning
- Thursday, 23 May 2013
- Articles
Justin Urquhart Stewart, founder of Seven Investment Management, believes financial services should be given higher status compared to accountants and solicitors.
Read more ...
Tagged under
2 in 3 Paraplanners are female and 46% earn over £30,000 a year
- Thursday, 23 May 2013
- Articles
Two in three Paraplanners are female and 46 per cent earn £30,000 a year or more, according to a survey by the IFP of the sector to coincide with today's third annual IFP Paraplanning Conference.
Read more ...
Tagged under