Spring is here and so is the April issue of Professional Paraplanner.
Click here to read your digital copy.
IN THIS ISSUE
Paraplanner profile: Cathi Harrison
In 2009, having sold her car to give herself three-months money in the bank to pay bills, Cathi Harrison started work as a freelance paraplanner. Since then, she has built Para-Sols into a sought-after outsourced paraplanning firm with offices in Darlington and Leeds and 13 staff. We talk to her about her business journey.
Paraplanning Standard
Do you agree there should be a paraplanning standard, to help define what a paraplanner really looks like? We report from the debates recently held around the country.
Platform due diligence
You’ll want to read our 4-page feature in which we talked to seven platform providers about what paraplanners should ask of their platforms over and above the usual questions.
Research
A return of the popular series from FE outlining useful tips when using FE Analytics.
Active management
Smart Beta has been the new catch phrase used by supporters of passive investment strategies but what about ‘Smart Alpha’ and is it worth paying the extra for?
PLUS: Comment from Dan Atkinson and the CISI’s Sam Rees-Adams; Paraplanner Pointers; biotechnology as a megatrend; Para-meters.
Technical Insight Seminars
We are pleased to announce that Rory Percival will be a keynote speaker at the first of the Professional Paraplanner Technical Insight Seminars 2016, to be held in London on 8 June 2016.
We’ll also be hosting Seminars in Bristol and Manchester later in the year.
For more information on the Seminars click here.
http://proparaplanner.wpengine.com/rory-percival-keynote-at-professional-paraplanner-technical-insight-seminar/
To register your interest in attending one of the Seminars click here.