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Latest - TECHNOLOGY

  • Technical Insight seminars return – Register now

    26 February 2016

    They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding thumbs up from paraplanners to last year’s event. The seminars will give paraplanners the opportunity to hear from expert presenters, who will tackle a range of topics relevant to paraplanners’ day-to-day roles. The first event...

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  • Cashflow forecasting – not an exact science

    16 November 2015

    In his monthly article for the Professional Paraplanner, Dan Atkinson, senior technical consultant with EQ Investors, looks at using cashflow modelling, particularly in client meetings. This month I wanted to highlight a couple of benefits that I have found running through cashflow modelling with clients. I’m not going to go into too much depth, but...

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  • We are live!

    29 June 2015

    It’s been a few months in the building but we’ve researched, we’ve populated, we’ve carried out the user testing and now this is the crunch point – we’re live! Since its launch in May 2014, Professional Paraplanner has been going from strength to strength. This month, June 2015, has seen our first Technical Insight...

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  • Assessing investment risk

    31 May 2015

    Anastasia Georgiou, senior adviser products manager, Morningstar looks at using the firm’s Adviser Workstation as a means of assessing investment risk beyond volatility When researching and reviewing investments and client portfolios, assessing investment risk is hugely important. Risk is multi-faceted and includes a number of factors such as illiquidity, default, counterparty risk and volatility...

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