Category: Paraplanner
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Industry Experts Emphasize Entry-Level Experience for Financial Advisers
Industry experts stress the significance of acquiring entry-level experience before pursuing a career as a financial adviser. While many graduates are eager to jump into the professional realm after completing their studies, a recent event in Sydney highlighted the importance of gaining several years of experience in roles such as paraplanner or client services officer.…
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Innovative Immigo Transforms Immigration Management for Streamlined Workflows
Immigo, developed by Newland Chase, is a cutting-edge case management technology platform that revolutionizes immigration management. It offers a streamlined, secure, and innovative approach to handling immigration processes. This platform simplifies complex tasks, providing a smoother experience for immigration managers and reducing uncertainties associated with immigration management. The Software Architect Elevator: Redefining the Architect’s Role…
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Prospera Financial Services Launches ‘Planning Your Way’ Program
Dallas-based Prospera Financial Services recently introduced a new financial planning service called “Planning Your Way,” offering four distinct service models. These models provide various levels of support from Prospera’s paraplanner team, aiming to meet the diverse needs of their affiliated advisors and clients. Financial Planning A Complete Guide – 2021 Edition | $171.82 The program…
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Just Reasons Why Letters: Enhancing Adviser Efficiency with Custom Reports
Just Reasons Why Letters has come to the forefront in defending the use of ‘done for you’ suitability reports for advisers at a minimal cost. The firm emphasizes the efficiency and cost-effectiveness of their service, which has been refined over seven years to cater to advisers and paraplanners. The reports are designed to free up…
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Experts Stress Importance of Client Consent in Financial AI
When it comes to using artificial intelligence (AI) in the financial advice process, gaining informed consent from clients is crucial. Failure to do so could lead to breaches of the Code of Ethics, according to compliance experts. Integrity Compliance’s managing director, Rhett Das, emphasized the importance of obtaining client consent, especially in the context of…
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Kaplan Professional Elevates Paraplanner Education to Meet Industry Demands
Kaplan Professional aims to enhance the financial adviser pipeline by introducing a dedicated qualification for paraplanners. The Advanced Diploma in Paraplanning caters to both new entrants and existing professionals, offering a pathway into the financial advice sector. This initiative comes in response to the industry’s need for a more robust educational framework for paraplanners. Financial…
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Discover London’s Top Spas for Ultimate Relaxation Retreats
London is renowned for its bustling streets and vibrant atmosphere, but amidst the urban chaos lies a haven of tranquility – the city’s best spas. From luxurious retreats to affordable pampering spots, London’s spa scene offers a diverse range of experiences to help you unwind and rejuvenate. Teenage Girls Gifts Pamper Set with Peel-Off Face…
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Top UK Country-House Spas: Relax, Rejuvenate, Recharge
Britain boasts some of the finest country-house hotels with top-notch spas, offering a haven for relaxation and rejuvenation. From the historic estate of Beaverbrook in Surrey to the thermal baths at Eynsham Baths in Oxfordshire, these retreats provide a perfect setting for a total reset and indulgent pampering. Gifts for Women Spa Luxetique Gift Sets,…
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SEC Proposes New Rules for Investment Adviser Oversight
The Securities and Exchange Commission (SEC) recently introduced new requirements for registered investment advisers regarding the oversight of service providers. The proposed rule, Rule 206(4)-11, aims to enhance investor protection by setting minimum standards for outsourcing services or functions. The SEC highlighted a growing trend in the use of third-party providers and expressed concerns about…
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Financial Planner Advocates for Collaborative Paraplanner-Adviser Dynamics
Paraplanners play a crucial role in the financial advisory process, bridging the gap between clients and advisers. Rob Schwarz, a financial planner at First Wealth, emphasizes the importance of paraplanners challenging advisers and offering valuable input to enhance client outcomes. Schwarz’s experience as a paraplanner turned adviser provides him with unique insights into the dynamics…