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Showing 11 - 20 of 104 results for "paraplanning"

Fin365 to build one-stop-shop for financial firms

MATTHEW WAI  |  MONDAY, 16 JUN 2025
... Qwrk Outsourcing to formulate a one-stop-shop for outsourced services as demand grows. Qwrk was founded in 2010 as a paraplanning firm that transitioned into a full-suite back-office solutions provider. It has presence across Australia and the Philippines ...

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
... partnership. Striking a strategic partnership, Finchley & Kent's network of advisers will have access to Padua's new Paraplanning as a Service (PaaS) and Transition Management as a Service (TMaaS), which gives access to the technology provider's full ...

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 ...