Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing director as part of a series of senior management appointments.

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Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online platform cost comparison tool.

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Delegates at the CISI Financial Planning Conference in Birmingham today heard how 60% of clients would fire their parents’ Financial Planner.

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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.

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The number of firms with no Paraplanners grew in the last year, according to an exclusive Financial Planning Today survey.

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

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