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Showing 91 - 100 of 104 results for "Paraplanning"

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Financial services firm MLC is dropping its paraplanning strategy with ThreeSixty and moving its financial planning service to a referral model. MLC set up ThreeSixty in 1999 and has been using the business for all its paraplanning requirements. This ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Securitor is to set up a paraplanning academy and launch an online self assessment program to help advisers beef up on their finance knowledge and better answer the questions of clients uneasy about the state of the markets. Speaking at the Securitor ...

BankWest calls on UK planners

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... an extensive marketing campaign. St Andrew's will provide infrastructure support for all advice models including paraplanning, compliance and training, in an effort to reduce cost. Both BankWest and St Andrew's are subsidiaries of HBOS. Paul Northey ...

AFS paraplanning gets thumbs up

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
Graduates from the Australian Financial Services' (AFS) Paraplanning Academy have hailed the program as a success. The academy involves recruits to complete a six-week program with the initial two weeks spent working in structured classroom activities ...

AMP to broaden planner network

MICHAEL HOBBS  |  TUESDAY, 27 NOV 2007
... existing staff and developing their skills through a graduate program where they can start their career initially in paraplanning. But besides human resources, part of Dunn's strategy is to take advantage of technology to improve admin and other back-office ...

AFS tailors record profits

CHRIS NICHOLLS  |  MONDAY, 22 OCT 2007
... expand the group through more acquisitions if the right opportunities arose. AFS also announced the launch of their Paraplanning Academy in November. "People are screaming for paraplanners. We can't find them in the marketplace. So, let's stop trying ...

AMP launches new planner academy

CHRIS NICHOLLS  |  MONDAY, 15 OCT 2007
... hours of training and development. Within the course, students will undertake a nine-month placement within AMP's Paraplanning team, where students learn how to develop plans. Both programs will take approximately 30 students per intake, with three intakes ...

Coin buys into paraplanning business

HAMISH MADDEN  |  MONDAY, 9 JUL 2007
Macquarie-owned Coin Financial Planning has purchased a 50 per cent stake in the paraplanning business Outplan Outsourced Solutions. Coin managing director, Tony Graham, said the purchase reflects the shortage of paraplanners in the industry and the ...

MLC promotes two in ThreeSixty

KATE HAGE  |  WEDNESDAY, 2 AUG 2006
... analyst at Godfrey Pembroke, has taken the helm at ThreeSixty. Michelle Jess, part of ThreeSixty's strategic advice and paraplanning team, has been newly appointed to assist Boyce as research manager for the group. MLC currently uses research from Trowbridge ...

AXA provides more lending facilities

... flexibility from the adviser point of view," said Rob Thomas, AXA's national manager of technical research advice and paraplanning. "And more importantly, [Alliere] also gives advisers the flexibility to offer more choice for their clients," he added ...