paraplanning
Your profession
The gold rush: Five steps to achieving the highest standard in paraplanning
17 September 2014
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6 min read
Your profession
Accredited paraplanner Claire Goodwin is set to join outsourced business The Paraplanners later this month.
06 January 2014
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Regulation
An event for paraplanners - who get to vote on their preferred topics of discussion beforehand - is set to take place in London later this month.
02 January 2014
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Your profession
Adviser support group, Tenet, has launched an in-house paraplanning service, enabling members who do not have the requirement for a full time paraplanner to out-source technical research and report writing.
19 July 2013
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Regulation
Paraplanners are being invited to take part in an independent ‘powwow' forum event this autumn - with sessions hosted in teepees.
24 June 2013
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Regulation
The Financial Services Authority (FSA) has told paraplanners they should challenge their financial advisers on suitability letters to help meet regulatory requirements and improve relationships with clients.
24 May 2012
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