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Showing 51 - 60 of 91 results for "Paraplanning"

Adviser wins Masters course

DARREN SNYDER  |  MONDAY, 13 APR 2015
... study. The four scholarships were awarded to: Emma Arthur of SHB Business and Wealth Advisers; Amanda White of Skilled Paraplanning Services; Nga Vu of Kearney Financial Planning; and Werner Watzdorf of McLeod Watzdorf Financial Planning. Launched in ...

CPlan partners with Decimal Software

JAMES FERNYHOUGH  |  THURSDAY, 4 DEC 2014
... CLEAR Planning Solutions (CPlan) has selected Decimal Software Limited to provide the technology for its outsourced paraplanning and support solutions. CPlan will also provide data migration services for Decimal customers requiring support in transitioning ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... several new appointments. Tanya Seale will become the head of advice and will be responsible for technical services, paraplanning, CRM, research liaison and compliance. Mike Pope will take on the role of head of business development and have responsibility ...

AAP adds five boutique firms in a month

LAURA MILLAN  |  MONDAY, 29 SEP 2014
... around the FOFA reforms." She said that advisers are increasingly looking for advice tools and back office systems, paraplanning, compliance and governance, acquisition funding and succession planning solutions outside of the large institutions.

Count's research head stands down amid restructure

ALICE URIBE  |  FRIDAY, 1 NOV 2013

FMD acquires two fin planning firms

LINDA HAUSKEN  |  THURSDAY, 30 AUG 2012
... together three businesses with a tight cultural alignment. "In addition, FMD will provide us with the investment, paraplanning and administrative support to allow us to continue to effectively and professionally service our clients," she added. The FMD ...

Midwinter executive restructure

ELISE BURGESS  |  WEDNESDAY, 16 NOV 2011
... of Midwinter Financial Services, Matthew Esler, has been appointed as director of Midwinter Advice Solutions, the paraplanning and technical services division of the firm. Additionally, Dimitri Diamantes has been named head of technical services. Formerly ...

FuturePlus restructure creates new head role

ELISE BURGESS  |  TUESDAY, 11 OCT 2011
... the establishment of a new role focused on delivering targeted services in administration, financial planning and paraplanning for super funds. Hayden King will start with FuturePlus on Oct 31 as general manager operations, a role established as part ...

Advice boutique gets image shake-up

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
... significantly and...we have an infrastructure that's much stronger than when we first started out, with our free risk paraplanning service." Guardian is hoping to increase the number of advisers to 200 over the next three years, and is predicting a bright ...

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...