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Caroline Stuart: Tackling negative views of Paraplanners

In this exclusive Guest Column for Financial Planning Today, Caroline Stuart of Sparrow Paraplanning looks at differing views of Paraplanners.


PFS's Matthew Connell: Client compensation concerns

In this exclusive Guest Column for Financial Planning Today, Matthew Connell, director of policy and public affairs at the Personal Finance Society, looks at client compensation and asks whether advisers are being penalised.


Amyr Rocha Lima: Protecting clients from themselves

In this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.


Planners diversify to offer wider services - survey

Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.

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