Search Results | Showing 81 - 90 of 104 results for "paraplanning" |
| | | 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 ... |
| | | | ... bandwagon so we sat back and watched them a little bit," said Robert Thomas, national manager of technical research and paraplanning at AXA Australia. Thomas said the additional funds do not reflect a tilt towards passive or active investment strategies ... |
| | | | ... "However, we also have a strong focus on accessing related services such as mortgages, finance for succession loans, paraplanning, HR recruitment and other services where we can give advisers preferential access and competitive rates without affecting ... |
| | | | ... financial advice at Hillross and Aviva. He will be in charge of the national phone-based financial advice centre, paraplanning services and the management of the financial advisers in Victoria and regional offices to be established in South Australia ... |
| | | | ... that exists at the moment is about entry level financial planning qualifications and that may extend to the role of paraplanning. Paraplanners don't necessarily face clients, although they do provide very technical support, so it would depend on a number ... |
| | | | Asgard Wealth Solution's planning division, Securitor is launching its first paraplanning academy workshop in February. The paraplanning academy is a blend of self-study distance learning and two three-day face-to-face workshops. Participants will learn ... |
| | | | ... feedback from its advisers during the past 18 months. Some of these include the establishment of a Boards of Advice, Paraplanning Academy, AFS Business School, acquisition and succession planning, biannual PD days, compliance workshops, and others. Daly ... |
| | | | ... planner's allocate time. On average, admin take up 33 per cent, business processing takes up 23 per cent, planning or paraplanning takes up 3 per cent, prospecting takes up 2 per cent and finally, client servicing takes up 39 per cent. While planners ... |
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