Comment: What Paraplanners can learn from rugby
- Wednesday, 03 January 2024
- Articles
In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
Read more...Paraplanners wary about use of AI
- Tuesday, 05 September 2023
- Articles
Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.
Read more...BRI Wealth hires new Chartered Financial Planner
- Monday, 03 July 2023
- Articles
Coventry-based BRI Wealth Management has hired Laura Ripley FPFS as a Chartered Financial Planner.
Read more...Caroline Stuart is first Paraplanner to be PFS president
- Monday, 26 September 2022
- Articles
The Personal Finance Society (PFS) has appointed Caroline Stuart as the professional body’s new President.
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