Paraplanning at inflection point, outsourced director believes

8 June 2024

Scott Daniels, co-founder and director of Plus Group, believes paraplanning is at an inflection point, which will be driven by artificial intelligence and see increased consolidation amongst outsourced paraplanner firms. The Liverpool headquartered outsourced paraplanning firm, which began its journey offering services to St James’s Place advisers, has been on an expansion drive, offering...