Paraplanners outline role of technology in their profession

Advisers address questions surrounding the role of technology in planning

Phil Bray highlights importance of leveraging referrals as a cornerstone of success

Almost 40% found comfort in having family financial affairs in one place

Findings from M&G’s Family Wealth Unlocked report for 2023

The regulator outlines ‘key harms’ in letter to platform bosses

Change in contribution is not exclusive to workplace pensions

Take a look at some of the news and feature highlights of the last month

Consolidator tells Professional Adviser it is not selling the business after speculation

Majority of providers to update value-based assessments yearly