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Showing 51 - 60 of 104 results for "Paraplanning"

Outsourcing driving advice client engagement

KARREN VERGARA | FRIDAY, 6 APR 2018

... 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 ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON | WEDNESDAY, 4 APR 2018

... 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 ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON | TUESDAY, 28 NOV 2017

... 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 ...

Optimo introduces robo platform

JAMIE WILLIAMSON | THURSDAY, 6 JUL 2017

... customised by its user to reflect their own branding and offers a range of premium services, including a comprehensive paraplanning service. Bannister said that future versions of the technology will leverage Optimo's SMSF and Trust capabilities.

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON | WEDNESDAY, 28 JUN 2017

A former senior leader at First State Super and IOOF is leading NAB Financial Planning's client services and paraplanning capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers ...

Padua founder takes on new role

ALEX BURKE | WEDNESDAY, 22 FEB 2017

... Padua, following the huge success we've been able to achieve over the past three years. In the past year alone, our paraplanning division doubled its revenue, our transition management division managed over 600 client transitions, and our technology ...

Dealer group announces promotion and partnership

DARREN SNYDER | THURSDAY, 16 FEB 2017

... Van-Gasteren "will enhance the current support structures with her extensive financial planning, practice management, and paraplanning knowledge." "Technological, regulatory and legislative changes demand that dealer groups need to continuously adapt ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON | THURSDAY, 15 DEC 2016

... we are today," Henderson said. Instead Henderson focused on creating efficiencies within his business; outsourcing paraplanning and using managed accounts to allow for more client-facing time. "Back in 2012 when I was commercialising the business and ...

Optimo launches free robo strategy platform

KERRIE SYDEE | WEDNESDAY, 14 SEP 2016

... provide a strategy that is calculated holistically, rather than in separate modules. "This is the sort of shift in paraplanning that financial advisers have been waiting for," said Optimo Financial chief executive Hugh Bannister. "For too long advisers ...

Frontier appoints two analysts

ALEX BURKE | MONDAY, 18 JAN 2016

... meanwhile, has been in the BT Graduate Program since 2015, and is currently focusing on managed funds research and paraplanning. The new hires follow Frontier's recent appointment of a senior consultant to its infrastructure research team, Peter Siapikoudis ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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