Training provider Compliance and Training Solutions (CATS) is to launch its first conference for Paraplanners.

Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.

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.

National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.

Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.

Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales. 

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.