Welcome to another issue of Professional Paraplanner packed with great content.
For this issue’s Paraplanner Profile Rob Kingsbury talks to Para-Sols MD Cathi Harrison about how she is building the outsourced paraplanning business and why she is setting up new compliance company Apricity.
See the accompanying video on our website in which Cathi talks about whether she would recommend other paraplanners set up their own businesses
Also in this issue:
Parameters Special
You tell us where you think the pinch points are in the DB Transfers process
Powwow 2017
Rob Kingsbury reports on this year’s national Powwow, which covered area such as suitability report writing and tips for best practice in the working day
Measuring success
EQ Investor’s Dan Atkinson examines the question of how we assess the success of a portfolio when measured against non-percentage return goals
Retirement planning
How clients can best invest in terms of investment selection and tax wrappers for healthy finances in retirement
How does an investment committee work?
The structure and role of the investment committee and insight into how Architas’ own committee operates