Informed Choice has announced the appointment of Shelley McCarthy as its new managing director.

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

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.

Organisers have spoken of a “great” Paraplanners Powwow last week.

Paraplanners are gathering in teepees in rolling hills in Aynho, Northants.

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

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

The Chartered Institute for Securities & Investment (CISI) has unveiled Schroders and JUST as Gold Corporate Supporters.

A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.

Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.