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|Showing 41 - 50 of 50 results for "Paragem"|
|Paragem Dealer Services has appointed a former Coin manager Esther Moseley to the newly created role of head of process improvement for advice practices. Moseley will be in charge of reviewing the workflow and software configuration of over 190 clients ...|
|... 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 (noting that the FPA's government proposal ...|
|... without sacrificing their 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 ...|
|... Total Financial Solutions Australia, a dealer group on the cusp of a major expansion plan, turns to outsourcing specialist Paragem to mind the details as TFSA advisers think big. In a new deal signed this month, TFSA will outsource commissions payment ...|
|Dealer-to-dealer financial services provider Paragem Partners has upped its stake in the risk and compliance playing field as the firm launches its debut professional indemnity support service for small businesses. Paragem announced the launch of its ...|
|... head of technical at Asteron; David Shirlow, head of technical at Macquarie and Peter Cashel, technical specialist at Paragem Partners. With compliance one of the key issues taking up a planner's time, Cashel will be discussing topics such as what is ...|
|With a 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 ...|
|Paragem has been enlisted by Link Financial Services and Investor Wealth to provide dealer support services. High net worth advisory firm Link Financial Services has partnered with Paragem for the provision of compliance functions and to access Paragem's ...|
|Paragem Partners, a supplier of AFSL support services, has linked with Miles Corporate, a specialist provider of corporate advisory and business agency services, to help planning firms and accounting practices sell or buy other firms. Tim Miles, managing ...|
|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 ...|
Intensifying its commitment to the Asia Pacific region, State Street has appointed a long serving J.P. Morgan executive as its first country head for Australia.
Former Spectrum Wealth Advisers chief executive Mark Schroeder has been slapped with banning orders in addition to his six-year ban from providing financial services.
New analysis from Rainmaker Information shows about 60% of all MySuper products reduced their fees last financial year, with the average fees paid by members now sitting at 1%.
Octopus Investments, an energy asset manager, has made several appointments after recently surpassing $1 billion in assets under management.
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