Operations outsourcing firm eparaplan has rebranded to Yoke Global Limited to better reflect the services it offers financial advisers.
A Chartered Financial Planner has swapped careers - moving from Scotland to Devon to become a full-time chilli farmer.
The Personal Finance Society (PFS) has revealed details of the programme for its Purely Paraplanning 2025 conference which takes place in central London on 7 May.
Chartered Financial Planner Amy Gray, of Amy Gray Wealth Management in Hull, has been named St James's Place Chartered Financial Planner of the Year in St James’s Place seventh Annual Chartered Awards.
Entries are open for the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) Apprenticeship Awards, the annual celebration of apprentices across insurance and financial services.
The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual 'Big Day Out' event on 12 September.
National adviser financial adviser Continuum has recruited ex-Paraplanner James Barber as a new Chartered Financial Planner for its St Albans office.
The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.
The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.
Training provider Compliance and Training Solutions (CATS) is to launch its first conference for Paraplanners.
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