The platform paraplanner room

The Paraplanner Survey is an annual temperature check on the health of the paraplanning profession and an insight into the increasingly crucial role that paraplanners play within the advice value chain. We surveyed 200 paraplanners asking What do paraplanners really think about AI?And what do they feel are the biggest myths about paraplanning?

Paraplanners are on the front line when it comes to protecting vulnerable customers. We’ve put together a best practice, refresher guide on how to identify and best help vulnerable individuals, through your day-to-day customer interactions.