September Issue out now
31 August 2017
IN THIS ISSUE:
Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is the host at this year’s national Paraplanners’ Powwow
Day in the Life of…
Ever wondered how an investment analyst at an asset manager spends their day – Benoit Labeyrie, Europena equities analyst at Architas spills the beans.
Ask who your vulnerable retirement clients are and you may be surprised by the answer
DFM due diligence
A look at processes that can help paraplanners improve due diligence on their discretionary fund manager partners
Preparing for MiFID II
The implications for advisory firms of MiFID II and three ways to minimise its impact
How UK investment bonds can be used to achieve tax efficient growth
Plus we highlight some top tips on Suitability Report Writing from the recent Howwow seminar
Steve Bailey, director of compliance firm ATEB Consulting, points to three key areas paraplanners should be aware of when delivering suitability...
ATEB Consulting’s Steve Bailey presents a few of the more common issues that the compliance firm discovers in adviser...
Professional Paraplanner is delighted to announce that we will be increasing the number of Technical Insight Seminars in 2018,...