Paraplanners have begun gathering in Warwick today for the CISI Paraplanner Conference, with attendance over the two days estimated at around 150.

Over one hundred delegates poured into the main hall for The Paraplanner Conference 2016 this morning and you can follow all the activity here on Financial Planning Today.

The co-chairmen of the CISI Paraplanner Conference this afternoon praised delegates for their high level of interaction and engagement with the sessions.

Paraplanners will gather in Warwick today (Weds 25 May) for the CISI Paraplanner Conference, with attendance over the two days estimated at around 150.

Paraplanners have warned platform providers they must focus more on their service and not just on price.

The platform sector needs shaking up, a leading analyst says, as he criticised increasingly ‘clunky’ interfaces and poor reporting for clients.

A former Lieutenant Colonel of the British Army is among the guest speakers set for next week’s CISI Paraplanner Conference.

Chartered Financial Planners may develop ‘robo-process’

A firm of Chartered Financial Planners is looking at introducing some form of ‘robo-process’ to be used prior to a first client meeting.

An outsourced Paraplanning firm has reported a surge of enquiries about suitability reporting and platform due diligence after these areas came under the FCA spotlight.

About 400 financial advisers, Paraplanners and wealth managers are heading to London this morning to hear from a range of leading investment experts.