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Your April 2019 OUT NOW

27 March 2019

Your April edition of Professional Paraplanner is now live. Read it HERE!

This issue we cover the Paraplanning Report 2019, published by Research in Finance. Our 4-page special looks at areas such as paraplanners’ salaries, qualifications and aspirations and the growing influence of paraplanners in the industry.

For our Paraplanner Profile we speak to Tom Lloyd-Read, head of Advice at Thomas Miller Investment, about using a centralised system of paraplanning and why he thinks more firms will implement this way of working. He also offers advice for paraplanners considering the move into management.

Along the same theme, for Viewpoint we asked two team leaders for their top three tips for managing a team.

If you are taking the CII’s AF1 and R03 exams then one area you might not have thought to cover is the personal tax issues for private landlords. Brand Financial Training covers this for us in their regular article.

For firms who undertake asset allocation and then look to keep their clients invested in the best performing funds in the relevant sectors, we spoke to Clever Adviser, a maths-based fund monitoring and selection system, which focusses on funds’ performance and when they are “coming off the boil”.

While Fund Calibre’s Darius McDermott delves into how the company researches which fund management teams deliver consistent value for investors.

Michelle Hoskin argues that while paraplanner is one of the single most important roles in the financial planning profession, it needs clear boundaries.

And the CISI’s Jacqueline Lockie wants you to help her start a revolution.

Happy reading!

Professional Paraplanner