Search Results | Showing 11 - 20 of 91 results for "Paraplanning" |
| | | ... want to be in client facing or sales roles, preferring "number crunching," or simply enjoy the work/life balance of paraplanning, the survey said. Last year, only 72% said the same. Others paraplanners cited a lack of desire to obtain additional education ... |
| | | | ... high-quality documentation," Walsh said. Along with a sound technical knowledge, Walsh said that Brown also has a strong paraplanning network and will continue to build relationships with product providers and fund managers. "Kristen has joined the business ... |
| | | | AZ Next Generation Advisory (AZ NGA) and Invest Blue will co-invest in Virtual Business Partners (VBP), a paraplanning and back-office solutions provider based in the Philippines. Under the deal, AZ NGA and Invest Blue will acquire a 40% interest in ... |
| | | | ... roles are employed paraplanners, and the contracted and part-time paraplanners have mostly chosen a career path in paraplanning, the report reads. "This suggests that employed paraplanners could be perfect candidates for the Professional Year Programme ... |
| | | | ... or female members of the FPA with at least three years of experience in client service or associate adviser roles, paraplanning, business development, compliance, practice management and advice roles. "For mentees, it's an opportunity to receive ... |
| | | | ... looking to diversify by making "core-related" investments. The first core-related investment was the acquisition of paraplanning and administration service Wealth Axis in May. "Our preference is to make investments into activities that have a regulatory ... |
| | | | ... advised Australians remains static at around 20%, practices using technology efficiently - and with a redeployed paraplanning team providing valuable client relationship development services - will be able to work with more clients, not fewer, with better ... |
| | | | ... to the customer, as opposed to through a retrospective review or a regular audit program." "Asendium removes all paraplanning costs, which on average cost advisers $500 per client. This means every adviser can have their documents reviewed before going ... |
| | | | ... following the growth in PADUA and the solutions they provide financial advisers for some time. Both services divisions - paraplanning and transition management - are peerless in the industry - but it's the methodical way they have gone about building ... |
| | | | ... worked at Total Financial Solutions, Ibbotson Associates and Midwinter. PADUA, which provides advisers outsourced paraplanning and transition services, recently named a new chair in Amaysim founder and former chief executive Peter O'Connell, taking ... |
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