Category: Paraplanner
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Shorter, Clearer SOAs Enhance Financial Advice Experience for Clients
Transparency in financial consumer protection is crucial, with clear communication aiding informed decision-making. However, an overabundance of information can hinder rather than help. Policy makers have long recognized the limitations of disclosure, citing factors like complexity, behavioral biases, and low financial literacy. Smart Money Strategy: Your Ultimate Guide to Financial Planning | $25.93 Statements of…
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Financial Firms Prioritize Quality Over Quantity in Client Onboarding
Financial firms are investing more time and effort in client onboarding to ensure they are a good fit for their services. This screening process typically involves multiple meetings to determine compatibility. Charles Badenach from Main Street Financial Solutions emphasizes the importance of building relationships akin to other professional service providers like lawyers and accountants. Budget…
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Thai Authorities Investigate Alleged 13th-Century Buddha Statue Origin
A recent accusation by a scholar at London’s School of Oriental and African Studies (SOAS) has brought to light a potential case of a 13th-century sculpture suspected of being looted from Thailand. The scholar, Angela Chiu, raised concerns about a Buddha statue gifted to SOAS by American alumni Mary and Paul Slawson, lacking proper provenance…
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Pioneering Businesswoman Cathi Harrison Redefines Finance Industry Norms
Cathi Harrison, the 2023 Tees Businesswoman of the Year, has defied the norms of a male-dominated industry by bringing a fresh, feminine perspective to the financial sector. Her journey from a freelance paraplanner to a successful business owner reflects her commitment to inclusivity and innovation. La finance au féminin : Comment maitriser l’argent et conquérir…
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PFS Guide Enhances Suitability Report Writing for Financial Professionals
The Personal Finance Society (PFS) Paraplanning Panel recently unveiled a comprehensive guide aimed at assisting members in crafting effective suitability reports. This guide, meticulously curated by industry experts, outlines essential components necessary for clients to make informed financial decisions. It delves into various aspects of suitability report writing, covering language nuances, report structure, risk assessment,…
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Viridian Financial Group Enhances Efficiency Through Strategic Alignment
When it comes to the synergy between mortgage broking and financial planning businesses, the alignment goes beyond just sharing similar goals. Glenn Calder, joint CEO at Viridian Financial Group, emphasizes the importance of philosophical alignment between the two organizations. After Viridian acquired Smartmove Professional Mortgage Advisors, Calder highlights three key elements – technical, people, and…
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Paraplanner.com Delivers 570+ Statements of Advice in Just Four Months
Between May and August 2025, the Paraplanner.com team achieved a major milestone — successfully completing over 570 Statements of Advice (SoAs) for a large Licencee in South-East Queensland. This large-scale project highlights not only the capability and dedication of our paraplanners but also our ability to scale operations efficiently while maintaining high-quality standards. A Milestone…
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Power Struggles and Betrayals Unfold in ‘Sons of Anarchy
The latest episode of “Sons of Anarchy” titled “Darthy” was a rollercoaster of emotions and power plays. The episode kicked off with Jax reflecting on what it means to be a man and the responsibilities it entails. Bobby’s confession about the home invasions set the stage for a dramatic club decision. The tension was palpable…
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Innovative AI Software Templi Transforms Financial Report Writing
Templi, an innovative AI-powered software solution, has recently emerged in the financial sector, particularly targeting paraplanners and advisers. This cutting-edge platform revolutionizes the process of generating suitability reports by leveraging AI-enhanced templates, enabling users to create comprehensive reports in a matter of seconds. Solutions Architect’s Handbook: Kick-start your career with architecture design principles, strategies, and…
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Paraplanner Challenges Industry Beliefs on SOA Cost Efficiency
An experienced paraplanner has challenged the industry’s view on the effectiveness of Statements of Advice (SOAs) in cutting service fees. Hayley Knight, director of Contract Paraplanning Services, emphasized that eliminating SOAs may not be the ultimate solution to cost efficiency, as research indicates that SOA costs are a small fraction of overall advice fees. The…