From the monthly archives:

October 2009

Pick a colour on the risk-profiling rainbow

by Richard Allum on 7 October 2009

There is a broad spectrum of approaches to risk profiling. How far along the spectrum should advisers go in turbulent times, asks Cathi Harrison of Para-Sols? One of the most striking and interesting aspects of financial services I have noticed is the huge variations that can still be found between firms and the way they […]

{ 1 comment }

Svenja gets her award

by Richard Allum on 6 October 2009

Svenja Keller is presented with her award as Paraplanner of the Year. Better picture to follow!

{ 5 comments }

Meet the Paraplanner | Martin Vaughan

by Richard Allum on 1 October 2009

Martin is the featured paraplanner in Professional Adviser this week which has recently introduced a paraplanner section.  It’s good to see another publication recognising the importance of paraplanners and dedicating resources.  Here is what he had to say. Martin Vaughan is founder of Paragon Paraplanning.  He is also co-founder of theparaplanner.com, the UK’s first website […]

{ 2 comments }

Institute of Financial Planning Conference

by Richard Allum on 1 October 2009

The IFP Conference starts on Monday and for the second year will have a dedicated paraplanner track including a session from Martin Vaughan.  The Paraplanner of the Year winner will also be announced on the Tuesday morning and we are looking forward to meeting Svenja. If you are going to be at the conference please […]

{ 0 comments }