My news is that I am now Executive Director of The ParaHub. We are a new website for Paraplanners featuring interviews with top Financial Planning people (such as Alan Higham) and articles by me! We have big plans but have a fair bit of work to get there.
Those of you who are active on Twitter may well have noticed a fair amount of debate this weekend on how products fit in with the financial planning process. I think that it would be fair to say that in most cases the processes Paraplanners work with are set by their employers (or clients in […]