Kim Bendall offers her advice for presenting a case to a paraplanner for completion...
One question we are asked frequently when we take on a new adviser client is ‘what information do I need to give you?' This is a tricky one, as every case is different and some require more information...
Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.
PA Awards deadline is 20 September
And then prepare yourself
*Previous exam success no future guarantee
Following M&G suspension
No change in the 'near term'
UK goes to the polls on 12 December
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
It’s The Pro Adviser Podcast