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Showing 41 - 50 of 104 results for "paraplanning"

Adviser salaries unchanged: Research

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... challenges," Kaizen recruitment consultant Simon Gvalda said. "Recent trends demonstrate that most people take on the paraplanning role to create a strong foundation in the financial planning field, and utilise the experience to transition into other ...

PSK acquires wealth firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 JUL 2020
... advisers' succession issues, and with the help of our in-house support services, business development, marketing, paraplanning and investment team, we find advisers and their business' flourish." Aspros added that PSK is delighted to welcome the founders ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... decision that we have made lightly," a spokesperson said. As a result of ceasing the comprehensive advice service, 23 paraplanning-related roles will be made redundant from the end of August 2020 and 32 other support roles will also be affected by October ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... 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 ...

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
... 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 ...

Advice group appoints general manager

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... 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 ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... 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 ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... 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 ...

Poor SoAs hindering advice process

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... 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 adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
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 ...