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Showing 101 - 104 of 104 results for "Paraplanning"

AXA launches pay-as-you-go adviser software

... arrangements to improve services to advisers," said Robert Thomas, national manager of technical research advice and paraplanning. He added that IWL's VisiPlan and VisiWeb programs will also feed directly into the group's Statement of Advice (SOA) generation ...

Paraplanners gain ground

Paraplanning is gaining recognition in the financial planning profession, underpinning the quality of this year's State winners of the paraplanner of the year awards. Paraplanners work alongside financial planners, and can share the same skills or education ...

Count Financial appoints three to team

... Business Development Manager will be filled by Dimitri Honos who joins the team after 5 years experience in advisory and paraplanning positions with boutique financial planning and accounting firms. Honos will be responsible for business support and ...

Winchcombe Carson robustified by AFS compliance: IOOF

... Research, Marketing, Software Support and Brokerage Administration services, we have recently launched an in-house ParaPlanning service that is integrated with other components our back office" Mr Monotti said. "We advise financial planners to discuss ...