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Showing 1 - 10 of 92 results for "Paraplanning"

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... for advice increasing in the IFA space. During the period, Sequoia acquired Castle Corporate, Castle Legal, Clique Paraplanning, and Australian Business Structures. It sold the Yield Report to ASX-listed Finexia Financial Group (FNX) for 500,000 ordinary ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... insurer's service consulting team. Before joining NEOS, Hom was at Certe Wealth Protection, and brings a background in paraplanning. Michael Stamos brings experience as a financial adviser to the new role of business development specialist. He joins ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... such as Responsible Manager training, education support, documentation templates, and other business solutions like paraplanning and administration support and marketing services. Advisers also have the option to add-on other services like complaints ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... efficient," he said. Melbourne-based Garlick added that Guideway plans to expand the capabilities of FinTalk to the paraplanning process, which will eliminate paper-based or electronically completed manual paraplanning request forms. Guideway is in the ...

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... of associate or PY candidates available in the market. The first is up-and-comers with strong client service and paraplanning skills sets. The second is re-entry advisers who had to sit out Covid and missed FASEA. The final type is a career changer with ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... friction points in the financial planning workflow. The first is offering financial modelling optimisations, to reduce paraplanning times by half. The second is bulk delivery of digital, multimedia SoA, engaging clients without requiring their adviser ...

Countplus grows advice arm, discontinues Wealth Axis

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
... discontinuing operations of Wealth Axis. In May 2021, Countplus acquired 51% of Wealth Axis to provide its network with paraplanning, technology and administration support services. The decision to do so followed an operation review, Countplus said. ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... part of Insignia Financial's advice network, has also benefited from digital workers, he explained. "Previously the paraplanning team would update client details on a PDF that would be distributed to clients, now a bot automatically completes and forwards ...
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