paraplanner
Regulation
The Financial Services Authority (FSA) has warned that firms must make sure any rebalancing of clients' portfolios is "entirely mechanical" unless they have discretionary permissions.
25 May 2012
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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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Your profession
Rahul Odedra meets five young gun advisers already making a name for themselves in financial services…
19 January 2012
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3 min read
Investing in the profession
Professional Adviser is proud to announce the shortlists for the adviser categories for the Professional Adviser Awards 2012, which take place next month.
12 January 2012
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Investing in the profession
The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.
09 November 2011
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Your profession
Richard Griffith, IFA at Jones Sheridan in Crewe, explains how the paraplanning team allows him to focus on his clients' needs.
27 October 2011
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