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In case you missed them – 5 stories from this month’s website
28 September 2019
Below we list 5 of the stories most read by paraplanners on the Professional Paraplanner website over the past month.
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Fair treatment of vulnerable clients
How this paraplanner helped BlackRock design a fund range
Paraplanner Report reveals paraplanner influence grown significantly in past 5 years
New Letter of Authority service could be a ‘game changer’
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Female Paraplanners Needed For Research Project (UPDATE SURVEY CLOSED NOW)
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
Aggregated costs and legacy trail commission disclosure
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...