Search Results | Showing 61 - 70 of 91 results for "Paraplanning" |
| | | ... Meanwhile the five least important were credit and loan services, dealer group financing, buyer of last resort policies, paraplanning support and brand recognition. "However dealer groups are letting down planners in three key areas according to the ... |
| | | | ... Solutions. Prior experience includes senior roles at AMP in corporate strategy and product development, and roles in paraplanning, financial planning and technical advice. The role commences today with the role previously occupied by Graeme Potter, a ... |
| | | | Technology provider, Adviser Toolbox, has bought a 25 per cent stake in a boutique paraplanning firm, offering advisers insurance Statements of Advice preparation for $350. In a bid to target the advice insurance business, AusParaplanning has released ... |
| | | | ... for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced paraplanning provider, Outplan, and are aimed at entry-level paraplanners ... |
| | | | AMP Financial Services head of paraplanning, Scott Machin, has been promoted to the newly created role of director of advice. Machin will be in charge of paraplanning, product research, advice solutions and TapIn (adviser technical support) for AMP ... |
| | | | ... Services Partners has made two key hires before the end of the year, following the appointments of former Mercer paraplanning manager Nicole Dombrain and ex-AMP education manager Corinne O'Mara to its technical and operations teams. Dombrain takes on ... |
| | | | ... option, that Fiducian didn't provide previously to the adviser market," said Andrew Biviano, technical services & paraplanning manager at Fiducian. The move reflects a rising trend of wealth management groups ramping up their services for SMSFs, such ... |
| | | | Financial planning software group COIN boosts its paraplanning services to advisers after acquiring the remaining 50 per cent of paraplanning specialist Outplan Pty Ltd. COIN acquired 50 per cent of Outplan in 2007 after which the brands worked towards ... |
| | | | Count Financial has selected Outplan as the sole provider of its paraplanning services to 900 advisers. Outplan, which has been working with Count for more than three years in a more limited capacity, will now provide paraplanning services across the ... |
| | | | ... reports and articles of interest, said the spokesperson. Robert Thomas, national manager of technical research and paraplanning at AXA Australia, said he is surprised at the results of the research but is not concerned about financial planners placing ... |
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