AI and paraplanning: How to get ready
With the rapid pace of AI, the role of the paraplanner is set to evolve. It’s worth thinking about the implications sooner rather than later.
Three State of the Advice Nation findings that took us by surprise
Amid all the data in the latest wave of SOTAN, there were a few results – from paraplanning to AI – that made us sit up and take notice.
“It’s really hard to know the truth”: The paraplanner view on service
Continuing our mini-series on what service really means, next up we hear from Siân Davies Cole from Plan Works.
In good hands
So it’s the 3rd birthday of the lang cat. Not doing the self-indulgent bit this time, but it’s been and continues to be a hell of a ride. Thanks to all who’ve helped us on the way, and thanks to those who’ve reminded us why we want to be on the ride too. Rather than […]
