Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing director as part of a series of senior management appointments.
Read more ...Wealth manager reveals new MD and senior exec shake-up
- Tuesday, 10 December 2019
- Articles

Paraplanner launches platform cost comparison tool
- Friday, 22 November 2019
- Articles

Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online platform cost comparison tool.
Read more ...Financial Planning firm recruits 3 new Paraplanners
- Thursday, 21 November 2019
- Articles

Financial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.
Read more ...New MD at Informed Choice as Bamford steps down
- Tuesday, 29 October 2019
- Articles

Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.
Read more ...CISI 2019: 60% of clients will fire parents’ planner
- Monday, 30 September 2019
- Articles

Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.
Read more ...Newsmakers: Richard Allum on Paraplanning and Powwows
- Thursday, 26 September 2019
- Articles

Welcome to a new feature on Financial Planning Today called Newsmakers where Financial Planning Today catches up with the people making headlines in the Financial Planning and Paraplanning professions.
Read more ...Organisers hail ‘great’ Paraplanners Powwow
- Monday, 16 September 2019
- Articles

Paraplanners Powwow begins with a new host
- Thursday, 12 September 2019
- Articles

Paraplanners are gathering in teepees in rolling hills in Aynho, Northants.
Read more ...In-house Paraplanner numbers falling - survey
- Wednesday, 07 August 2019
- Articles

The number of firms with no Paraplanners grew in the last year, according to an exclusive Financial Planning Today survey.
Read more ...Financial Planner makes 2 senior hires from Brown Shipley
- Thursday, 18 July 2019
- Articles

Financial Planning and wealth management firm, The RU Group, has made two new senior hires at its Nottingham HQ.
Read more ...