Search Results | Showing 1 - 10 of 90 results for "Paraplanning" |
| | | Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ... |
| | | | ... such as Responsible Manager training, education support, documentation templates, and other business solutions like paraplanning and administration support and marketing services. Advisers also have the option to add-on other services like complaints ... |
| | | | Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ... |
| | | | ... efficient," he said. Melbourne-based Garlick added that Guideway plans to expand the capabilities of FinTalk to the paraplanning process, which will eliminate paper-based or electronically completed manual paraplanning request forms. Guideway is in the ... |
| | | | ... of associate or PY candidates available in the market. The first is up-and-comers with strong client service and paraplanning skills sets. The second is re-entry advisers who had to sit out Covid and missed FASEA. The final type is a career changer with ... |
| | | | ... friction points in the financial planning workflow. The first is offering financial modelling optimisations, to reduce paraplanning times by half. The second is bulk delivery of digital, multimedia SoA, engaging clients without requiring their adviser ... |
| | | | ... discontinuing operations of Wealth Axis. In May 2021, Countplus acquired 51% of Wealth Axis to provide its network with paraplanning, technology and administration support services. The decision to do so followed an operation review, Countplus said. ... |
| | | | ... part of Insignia Financial's advice network, has also benefited from digital workers, he explained. "Previously the paraplanning team would update client details on a PDF that would be distributed to clients, now a bot automatically completes and forwards ... |
| | | | There has been an uptick in new entrants to the paraplanning sector in the past 12 months, however there's still no telling where the industry is going. The Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022 shows the majority of ... |
| | | | ... want to be in client facing or sales roles, preferring "number crunching," or simply enjoy the work/life balance of paraplanning, the survey said. Last year, only 72% said the same. Others paraplanners cited a lack of desire to obtain additional education ... |
|
