The key to success for female paraplanners is to ignore the need to “fit the mould”, according to Katie Burgess, senior paraplanner and financial planning executive at Crowe Financial Planning.
As I wrote at the start of the summer, the consumer duty is already transforming our industry, and has the potential to drive significant client value. But, as I also noted, it’s producing some ...
Lenders have entered into a commitment letter to provide Harp Bidco Limited with a multicurrency revolving facility for its acquisition of Hargreaves Lansdown.
Advisers could provide free information in a digital product in a bid to improve financial literacy, according to Bola Sol, financial adviser and author.