Paraplanners are taking on bigger roles at advice firms, with two-fifths of businesses now expecting them to take on a more substantial planning role, research from Canada Life has suggested.
According to the life company's 2018 Hot Issues Tracker survey, advisers are increasingly "appreciating the importance of paraplanners", with some two-thirds (65%) acknowledging they help to free up time...
Square Mile’s series of informal interviews
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
Spent 20 years with Aviva
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