Interview

Paraplanning should no longer be seen as a 'stop-gap' on the way to becoming an adviser, so says Chartwell Financial head of paraplanning Sarah Hammond.

Paul Robertson talks to Ian Bird about the little known benefits that many companies offer their staff and the more cost effective products on offer to them

Paraplanners play a key role in adviser firms up and down the country but, until now, their work has been mainly behind the scenes. However, the IFP's launch of a new paraplanner qualification has thrust their job into the spotlight.

Jeremy Hall, partner at Edinburgh-based investment boutique Cartesian Capital, explains exactly how 130/30 funds work.

Witan marketing director James Frost on how the trust has coped in the recession.

As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Geoff Swaby, IT director at Honister Capital Partners...

Each month we ask leading industry figures to answer one big question

Helen Morrissey speaks to Anthony Harris about the formation of the Independent Equity Release Advisers Alliance (IERAA) and how it aims to improve the standards of advice offered to many equity release clients

As Progress from Royal Liver reaches its five year milestone, Mike Warr discusses a narrowing of the market's focus with Paul Robertson

James Harvey has a lot to get off his chest, but appears unsure his interviewer has grasped the concept of financial life planning, of which he is a firm convert.