Paraplanners
I like paraplanners. Personally, I have generally found them to be enthusiastic, dedicated and – in a sector that … Read More
File reviews
How are file reviews undertaken at your firm? In my experience there are three broad categories of file reviews: … Read More
DB transfers – are some advisory firms walking into a minefield?
I’m worried. Let’s be clear, there are many occasions when it is suitable to transfer a DB scheme. I have … Read More