From campus to career: Encouraging young talent into financial planning
My boss says that when you have been around as long as…
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Diary of an aspiring adviser: Why I’m going to stick with being a paraplanner over being an adviser
All I know is that I’m enjoying my role for now. I…
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PFS launches suitability report writing guide
The Personal Finance Society (PFS) Paraplanning Panel has published a new guide…
Paraplanners call for upgraded tech
Almost two-thirds of paraplanners believe that the technology currently used by the…
Embark launches paraplanning resource hub
Embark Group has launched a paraplanning resource hub for paraplanners to better…
Finding extra hands without the recruitment costs
We know how hard it is to get great, experienced, fully qualified…
FA2B : Why paraplanning is a great career for men
To attract more men and encourage them to stay for the long…
FA2B: Passing your first performance review
The first year or so of an adviser's career can be exhausting,…
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Behind the Headlines: Is paraplanning where the glory is now?
In the aftermath of the 2008 financial crisis a phrase entered the…
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Advisers dust up over paraplanners’ responsibilities
A recent article by Panacea Adviser CEO Derek Bradley has inspired both…
