Search Results | Showing 21 - 30 of 32 results for %22Ian Knox%22 |
| | ... office services on a shared service model to provide scale benefits on a fee only basis. Paragem's managing director Ian Knox said that the business was built for a post FOFA environment, not driven by platform or product, nor reliant on any revenue ... |
| | | ... three weeks of launching. Paragem Dealer Services introduced the website to the financial planning community in late May. Ian Knox, managing director of Paragem, has confirmed over 700 new members have joined up since launch, together with over 17,000 ... |
| | | ... doing the business analysis and software reconfiguration, if necessary, to make the practice work more efficiently, said Ian Knox, Paragem's managing director. "It isn't unusual for a practice head to be frustrated with the complexity of software functions ... |
| | | ... endowment contracts and selling life insurance products while Australia has a more mature "holistic" advice operation, said Ian Knox, managing director at Paragem. However, should Australia follow the same path and ban commissions on investment advice ... |
| | | ... independence and quality of service are driving the demand for the 'shared services' model, said Paragem's managing director Ian Knox. Knox said some planning groups are taking a different approach to stay ahead of the pack even as the market continues ... |
| | | ... the [legislation] favoured large institutional groups because they could afford professional indemnity insurance," said Ian Knox, managing director of Paragem Partners. The new legislation on compensation requires information to be provided to underwriters ... |
| | | ... raft of financial planning groups lining up for an initial public offering (IPO) or merger, Paragem's managing director, Ian Knox, has urged would-be investors to first understand the business models that exist in the planning sector. Once seen as a ... |
| | | ... sell strategies but that want to do this discretely rather than through a full-blown and highly visible sales process. Ian Knox, managing director of Paragem Partners, said independence is the key to making these transactions work. "Paragem and Miles ... |
| | | ... Tribeca Learning has sold its compliance business to Paragem Partners, the new firm started up by former Sealcorp head Ian Knox. Paragem is a provider of dealer license, technical, administrative and practice development systems. Tribeca's decision to ... |
| | | ... provider, has announced the appointment of Geoffrey Lloyd as its new chief executive officer. Lloyd replaces previous CEO Ian Knox who left the firm abruptly last October. Lloyd moves from BT Finance Group, where he was head of customer and business ... |
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