Category: Paraplanner
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Paraplanning Profession Undervalued, Initiatives Reshape Financial Careers
The paraplanning profession, as highlighted by Cathi Harrison, owner of The Verve Group and Para-Sols, is currently undervalued, with job opportunities often overlooked. Over the past decade, a decline in the recognition and promotion of paraplanning has been observed. Harrison’s experience in the field for 17 years has shown a lack of awareness about the…
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Financial Advisers Adapt Training to Meet Industry Demands
Training has become a crucial element in equipping financial advisers with the necessary skills to navigate the evolving landscape of the industry. With the shift towards financial planning post-RDR, the emphasis on technical competency and building client relationships has reshaped the training requirements for advisers and paraplanners. Firms now face the challenge of ensuring that…
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Women in Financial Advice Awards 2022: Celebrating Gender Diversity
Women in Financial Advice Awards 2022 recently announced its shortlists, celebrating firms that embody sustainability, profitability, and client focus. The event scheduled for July 6 promises recognition for outstanding contributions to gender diversity and financial advising excellence. Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life | $19.25…
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Financial Planning Association Unveils 2021 Awards Finalists
The Financial Planning Association (FPA) has revealed the finalists for its 2021 Awards, showcasing excellence in the financial planning industry. Among the finalists are professionals and practices from various regions, each recognized for their outstanding contributions to the field. Financial Planning Essentials | $69.69 One of the prestigious categories is the FPA Certified Financial Planner…
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Rising Demand and Evolution of Paraplanning in Financial Services
Paraplanners play a crucial role in the financial services sector, requiring a blend of technical, analytical, and communication skills. Despite the challenges and uncertainties surrounding the profession, the demand for skilled paraplanners continues to rise. The lack of consensus on the role’s responsibilities has created ambiguity within the sector, leading to a varied understanding of…
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Professional Adviser Awards 2025 Recognize Industry Excellence
The Professional Adviser Awards 2025 recently unveiled this year’s winners, marking two decades of industry recognition. Over 600 professionals, including advisers, providers, and fund managers, congregated at The Brewery in London to honor the achievements of the past year. The event acknowledged outstanding advice firms, individuals, and initiatives that have excelled in the financial advisory…
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9 Entry-Level Wealth Management Jobs for Aspiring Professionals
A career in wealth management requires dedication, continuous learning, and perseverance. The industry offers lucrative rewards for those willing to put in the effort. Here are nine entry-level jobs that can help individuals break into and gain experience in wealth management. Financial Advisors Sales Training | $44.94 Financial advisor training programs are designed to equip…
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Peer Reviewing Statements of Advice Crucial for Client Understanding
Ensuring that financial advice is effectively communicated to clients is crucial in the financial planning industry. Peer reviewing Statements of Advice (SoA) before presenting them to clients can help prevent misinterpretation and confusion. At a recent conference in Sydney, a panel highlighted the importance of conducting quality assurance checks on SoAs, preferably by a trusted…
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MDS Partners with CFS to Enhance Adviser Support Services
My Dealer Services (MDS) has recently announced a strategic partnership with Colonial First State (CFS) to enhance educational support for its network of over 400 financial advisers. This collaboration grants MDS access to CFS’s FirstTech technical services team, renowned for its expertise across various advice areas. The move underscores MDS’s commitment to bolstering its member…
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ASIC Outlines Strategic Priorities for Fiscal Year Enforcement
ASIC has unveiled its strategic enforcement priorities for the upcoming fiscal year, emphasizing a diverse range of areas that will be under scrutiny. These priorities include enhancing consumer outcomes, addressing climate change risks in the financial system, improving retirement outcomes, advancing digital and data resilience, and promoting consistency and transparency across markets and products. With…