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Showing 31 - 40 of 104 results for "Paraplanning"

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... 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 ...

PADUA accelerates distribution effort

KARREN VERGARA  |  THURSDAY, 29 JUL 2021
... 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 ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... 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 ...

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... have brought in 107 new advisers with a focus on quality and client-centric values," he said. The acquisition of paraplanning firm Wealth Axis is expected to bring in $1.2 million in revenue, while 4Front Accountants will bring in the highest amount ...

Advisers jump onto paraplanning platform

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... has onboarded over 250 users in the short time since it launched. Tanngo is streamlining the way advisers source paraplanning staff, growing to 140 advisers and 120 paraplanners since it set up shop 18 months ago. Founder Melanie Drago said she launched ...

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
CountPlus announced a 51% investment in a paraplanning and administration service. The listed dealer group has acquired the majority stake in Wealth Axis, which is a boutique provider of paraplanning, technology and administration support services to ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... application is targeting advertisers namely in the insurance and platform space. Topham is the founder of Clique Paraplanning, which provided paraplanning services mainly on Statement of Advice preparation for financial advisers. Over his experience ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
... Adviser Standards and Ethics Authority. However, AQSA will introduce three new courses: FNS60920 Advanced Diploma of Paraplanning, FNS40920 Certificate IV in Superannuation and FNS50720 Diploma of Superannuation. The paraplanning qualification will provide ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... licensees will have to apply the reference check protocol to those engaged in activities from general customer service to paraplanning, collections and bank-teller activities but only when that individual is seeking to become a financial adviser (or ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... outsource or use third-party expertise for compliance and audits services, research, professional development and paraplanning. Support needs that are being unmet revolve around developing effective advice/review processes, best-practice examples and ...