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|Showing 31 - 40 of 50 results for "Paragem"|
|Independent Australian Financial Services License (AFSL) provider Paragem has signed Ford + Scott Financial Planning Pty Ltd, after the Tasmanian-based business resigned from Westpac's Securitor AFSL. "We've enjoyed a long and successful relationship ...|
|... of transition costs and the rest of the payment would be to buy the financial adviser and get them to come across." For Paragem managing director Ian Knox, however, the whole concept of inflated fees paid at the time of moving dealer group represents ...|
|Victorian financial planning practice, Future First, is the thirteenth firm to join independently owned Paragem AFSL, leaving AMP-aligned Hillross Financial Services. With the addition of Future First, Paragem's AFSL now holds over $1.3bn under advice. ...|
|Paragem's Dealer Services will change its name to Pathway Licensee Services from March 2012, as the business integrates into the netwealth Group. Paragem Dealer Services was acquired by the netwealth Group in November 2011 but Ian Knox and Charlie Haynes ...|
|Independent service provider Paragem has sold its dealer services arm to privately owned platform provider netwealth. The company said the sale would allow it to focus on growing Paragem Wholesale AFSL (PWA), "at a time when regulatory change is driving ...|
|Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...|
|... 2011 as stand-alone practices, cutting ties with their previous owners and signing on to dealer group services provider Paragem. ASET Wealth, formally WalterTurnbull Financial Planning, has separated from BT's in-house Licensee Select. Paragem provided ...|
|... looks set to continue in the changing advice landscape, said managing director, Charlie Haynes. Implemented Portfolios, a Paragem business, opened its doors on 1 June - and has since signed on advisers from Fusion, Spry Roughley and Robertson & Derooy ...|
|... 700 new members have joined SMSF online resource centre, www.thesmsfreview.com.au in its first three weeks of launching. Paragem Dealer Services introduced the website to the financial planning community in late May. Ian Knox, managing director of Paragem ...|
|Paragem has launched its portfolio construction and implementation business and aims to attract 10 dealer groups to the service in 12 months. Implemented Portfolios provides a portfolio construction and implementation solution that allows advisers to ...|
A former New South Wales Treasury Corp executive has joined the prudential regulator as head of investment risk.
MLC Life has been handed a new group insurance mandate from a retail superannuation provider.
Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.
The Federal Reserve is restricting the investing activities of policymakers and senior staff, including banning them from holding or trading individual stocks and bonds.
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