For years, paraplanning has been forced to sit quietly in the shadows of the advice profession, but that's slowly changing.

Paraplanners are in high demand these days, but that does not mean there is a shortage of talent, says Damian Davies. The founder of The Timebank says paraplanning is a "brilliant career" in its own ...

If you’d like to free up more time to spend with your clients, you might consider outsourcing some of your daily tasks to a paraplanner. Paraplanners can work alongside advisors to help lighten their ...

Welcome back to the 212th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Alex Hopkin. Alex is the founder of Simply Paraplanner, a job board and training portal for ...

Paraplanning is a well-known route to becoming a financial adviser, but it can also lead to other career options and hone essential skills There is more to paraplanning than being a stepping stone to ...

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Cost efficiency and having the flexibility of an ‘on-tap’ service are the top two reasons for utilising a contract paraplanner, both for independent advisers and dealer groups. Nina Hope, former ...

LPL Financial has introduced a financial planning service for use by its affiliated and employee representatives. The firm’s new Paraplanning Services team will work with advisers to learn about their ...

In a market saturated with technology offerings, Asendium had carved out a niche by focusing on Statement of Advice (SoA) production and driving efficiency to ultimately lower the cost of delivering ...