Paraplanner Survey discussion – Part 3: Technology – threat or enabler

6 July 2022

Recently Embark commissioned Research in Finance the publisher of Professional Paraplanner to undertake some in-depth research into the paraplanning market. The aim was to provide greater understanding of the key factors affecting paraplanners and their ability to successfully perform in their role – including areas like their working environment, the support they receive from their firms, paraplanning as a career, working with...