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Showing 41 - 50 of 54 results for %22Paragem%22

New chapter for ASET and FMD

ELISE BURGESS  |  MONDAY, 31 JAN 2011
... 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 ...

Implemented Portfolios adds four practices

RUTH LIEW  |  FRIDAY, 2 JUL 2010
... 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 ...

SMSF education gains traction

COMPANY RELEASE  |  WEDNESDAY, 16 JUN 2010
... 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 targets practices with portfolio service

PRESS RELEASE  |  THURSDAY, 6 MAY 2010
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 ...

Paragem to drive process improvement

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
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 ...

The quest for independent advice

MICHELLE BALTAZAR  |  FRIDAY, 26 JUN 2009
... 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 ...

Paragem tips scales for small planners

MICHELLE BALTAZAR  |  FRIDAY, 20 FEB 2009
... 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 ...

TFSA cuts cost, saves time through Paragem

... 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 ...

PI a priority at Paragem

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
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 ...

AFA sharpens technical skills

... 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 ...