Starting out in paraplanning: The follow up

The online assembly about starting out in paraplanning proved so popular, we didn’t have time to answer all the questions people raised in the hour. So, experts Caroline Stuart, Tony Bates and Benjamin Beck, kindly got together after the show … Continued

More on stochastic modelling

Our first online assembly for 2021 was kicked off when Patrick Ingram (PI) from Parmenion ‘popped in’ to answer our questions on stochastic modelling. You can watch the episode here. However, it turned out you are all massive fans of this topic … Continued

The low down on the active vs passive debate

On 16 December, we were joined by Jasper Thornton-Boelman (JT-B) from Parmenion, Toby Gibb (TG) from Fidelity International and Ben Kumar (BK) from 7IM to discuss active, passive and multi-asset investment approaches and their relative merits. You can watch the … Continued