Search Results | Showing 31 - 40 of 91 results for "Paraplanning" |
| | ... Award presented to Lachlan Haigh. "Lachlan's Statement of Advice (SOA) submission clearly shows excellence in paraplanning, including demonstration of how his work and research made significant improvements to the client's situation," the judges ... |
| | | ... an online community, launched with a Facebook page. Any AFA members who are paraplanners or looking to move into paraplanning are welcome to join. The community will be led by Pulse national chair Hayley Knight who will be supported by a team of state ... |
| | | ... and Citi Smith Barney (now Morgan Stanley Wealth Management) across adviser operations, technology, transformation, paraplanning and policy. "In her almost six years at BT Financial Group, Ms Choi La Rosa worked to redesign and increase efficiencies ... |
| | | ... to offset this by increasing the number of portfolio adviser positions in the Partnerships model and adding extra paraplanning roles. The advice remediation team will also be boosted. The overall BT Advice leadership team will remain unchanged; however ... |
| | | ... plan. Tracking goals, cashflow and insurance to provide the client with an instant, digital Statement of Advice, paraplanning is removed from the process. The software delivers efficiency and compliance benefits for advisers as they face a dramatically ... |
| | | ... Advice documents is potentially causing financial advice clients to sign off on advice they don't actually understand. Paraplanning services provider YTML has seen more than 50 different SoA templates in the last three years, with general manager of ... |
| | | Optimo Financial has enhanced its paraplanning software Pathfinder Online to include self-managed super fund modelling capabilities. Pathfinder, an online modelling platform, allows financial advisers to create projections for up to 20 years that cover ... |
| | | ... fact-finding, providing quotes, form lodgements, and preparing annual reports and SOAs, he added. This extends to paraplanning, marketing, and bookkeeping and management reporting functions. Conrad Francis, director and co-founder of financial planning ... |
| | | ... FinPal's software will integrate with DBA's shared services delivery model, including business administration services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley said many advisers ... |
| | | ... planning as a valuable, flexible career for women. "A lot of women come in to the advice community, work up to the paraplanning level and then don't progress into financial planning because they don't have an advocate or mentor demonstrating the benefits ... |
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