The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
With over two decades of experience in the profession, Chung-Yeung Shek, Paraplanner Technical Specialist at Acumen Financial Planning Ltd, says that one of the most significant changes in his career to date came with exploring AI. As I sit down to record my thoughts for this article, I’m struck by how dramatically our profession...
