Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendations are implemented.
The Quality of Advice Review may be hoping to reduce regulatory red tape but the need for temporary support staff and paraplanners is on the rise as more advisers opt for a micro-AFSL structure.
Only 1 in 5 paraplanners want to be advisers. According to a new report compiled by Paraplanner Hub and Tanngo, and based on a survey of some 1,700 paraplanners, paraplanners are increasingly shunn