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The Morning Briefing: No CGT overhaul yet; Bouncing back from failure

Good morning and welcome to your Morning Briefing for Friday 21 May, 2021. To get this in your inbox every morning click here. CGT overhaul on hold for now The Covid-19 pandemic has cost the UK a fortune but the taxpayers don't know it yet. Therein lies chancellor Rishi Sunak's dilemma: the politics and economics are ....

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Profile: 'Paraplanners need to challenge advisers'

Profile: ‘Paraplanners need to challenge advisers’
First Wealth financial planner Rob Schwarz on the paraplanner to adviser transition and giving younger employees a voice to entice the next generation
By
Amanda Newman Smith
12
th February 2021
9:57 am
For paraplanners, trying to strike a balance between helping advisers and avoiding the financial services equivalent of cajoling ‘oh look there, you’ve missed a bit’ is not always easy.
Nobody likes a backseat driver, but a paraplanner who takes the initiative and makes advisers’ lives a bit easier as a result – now that’s a different story. What’s not to like?
First Wealth financial planner Rob Schwarz joined the London-based firm as a paraplanner in 2017, so has experienced the dynamics of the adviser-paraplanner relationship from both sides of the fence. While he accepts there is a fine line between paraplanners wanting to help without taking over and doing the ....

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