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Firm also appoints senior financial planner

‘Friction between advisers and paraplanners rarely appears out of the blue’

Individuals holding legacy products receiving poorer value, regulator finds

Unsuitable investment, pension and SIPP advice drive 2025/26 compensation costs

The Paraplanner Club partners with Fundment

'Technical planning alone is no longer enough'

Rory McLaren hops in his time machine to 2036 and reflects on what the advice profession got right in 2026...

According to Dynamic Planner’s Advice 26

Up from seven in March

Research from Owen James reveals