From the monthly archives:

August 2013

Powwow taking shape

by Richard Allum on 15 August 2013

The first Paraplanners Powwow is taking shape nicely with details announced today of the content, agenda and, most importantly for some, the food!  Sessions include “How do you carry out platform due diligence?”, “What goes into a really good report?” and “How do you build a cash-flow model?”.  There will also be a show & […]


Paraplanner of the Year 2013

by Richard Allum on 6 August 2013

As you may have seen in Financial Planner Magazine and IFA Online, this year’s Paraplanner of the Year Award will – for the first time – be coordinated by the IFP following the announcement that Martin and I have opted to bow out of front-line Awards coordination to spend more time with the Judging Panel. […]