Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.

Paraplanners want better tech tools but are wary about using Artificial Intelligence (AI) to improve productivity, a new survey of Paraplanners has revealed.

Experienced adviser and former Paraplanner Richard Lent DipPFS has joined national IFA Continuum as a financial adviser in the West Midlands.

Coventry-based BRI Wealth Management has hired Laura Ripley FPFS as a Chartered Financial Planner.

The vast majority of financial advisers (89%) feel positive about their business this year with only 11% pessimistic.

The Chartered Insurance Institute has launched its first Apprenticeship Awards.

Platform and retirement provider Embark has launched The Paraplanner Room, a new hub for Paraplanners providing topical information and tools.

In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.

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

The Personal Finance Society (PFS) has appointed Caroline Stuart as the professional body’s new President.