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Showing 1 - 10 of 104 results for "Paraplanning"

Vital Business Partners names chief executive

MATTHEW WAI | WEDNESDAY, 20 MAY 2026

... and Cagayan De Oro in the Philippines. The business provides a range of services including intelligent automation, paraplanning, administration support, and a range of business consulting services including business coaching, and practice management ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI | WEDNESDAY, 13 MAY 2026

... read the prospectuses and PDSs of the products carefully, if at all. He relied blindly on information fed to him by paraplanning and the management team and he did not carefully read and review the documents he was providing to clients." ASIC further ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA | FRIDAY, 23 JAN 2026

... firms. "As licensees face increasing pressure to loosen their grip on technology choice and services revenue (like paraplanning), they get eaten away by technology. It's increasingly looking like a challenged business model," the report said. "When ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI | THURSDAY, 20 NOV 2025

... "The current talent pool is notably thin especially for advisers with portable books and strong client servicing or paraplanning backgrounds," the report read. "The talent shortage is driving super funds to expand teams to ensure service levels and meet ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS | WEDNESDAY, 12 NOV 2025

... infrastructure, including its bespoke Salesforce client-database platform and business support team, spanning compliance, paraplanning and claims management. Orbital Life founder and managing director Nick Fanto said the business has ambitious plans ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI | TUESDAY, 4 NOV 2025

... compared to over one in three for average firms (37%). Numbers were closer for advice-related activities, such as paraplanning (49% and 46%), compliance (42% and 34%), and mortgage and loans (33% and 27%). AdviceTech Stars were, however, found to have ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA | FRIDAY, 10 OCT 2025

... typically outsourced to these providers are financial planning, including client data entry and product research, paraplanning, insurance application and document support, and client communication, such as client situation updates or business updates. ...

UniSuper hires from Lonsec

JAMIE WILLIAMSON | THURSDAY, 4 SEP 2025

... years. Before that, he served as strategic relationship manager for two years. He's also previously held research and paraplanning roles with IOOF and looked after institutional relationships at the Centre for Investor Education. UniSuper said Akay will ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI | WEDNESDAY, 20 AUG 2025

... firms most often outsource compliance and audit functions, while licensed advisers lean more on their licensee for paraplanning, the report said. Commenting, Investment Trends director Cameron Spittle recognises that larger firms typically have more ...

‍Padua recruits tech professional

ELIZABETH FRY | THURSDAY, 19 JUN 2025

... tech-enabled advice services, Padua meets the increasing demand for efficient, high-quality, and cost-effective tech-enabled paraplanning and transition management services.

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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