Category: Paraplanner

Kearsten James, the Head of Advice at Tupicoffs Pty Ltd in Brisbane, has been recognized as the Paraplanner of the Year by Money Management. Described as a paraplanning specialist and a role model for professional paraplanners, James stood out for her leadership in the paraplanning team at Tupicoffs and her involvement in the investment committee.…

Berkshire Money Management has recently expanded its team by welcoming Michael O’Brien as a financial paraplanner. O’Brien, previously employed in the insurance sector, brings a wealth of experience in client service and financial planning to his new role. His expertise lies in assisting high-net-worth individuals in safeguarding their assets and securing their financial futures. In…

Berkshire Money Management, a financial and retirement planning firm based in Dalton and Great Barrington, has expanded its team with the addition of Michael O’Brien as a Financial Paraplanner. O’Brien, previously employed in the insurance sector, brings a wealth of experience in client service and financial planning to his new role. His background includes assisting…

The Women in Wealth Awards 2024, in partnership with the Emerge Foundation, have recently announced the finalists for this prestigious event. These awards aim to honor and recognize women who have demonstrated exceptional dedication and leadership in the financial services sector. With a total of 138 finalists selected for various categories, the awards celebrate the…

In a rapidly evolving financial landscape where artificial intelligence (AI) is gaining prominence, the role of paraplanners is increasingly under scrutiny. The traditional perception of paraplanners as mere assistants is being challenged, with industry experts like Scott Daniels, the PFS paraplanner of the year, emphasizing that paraplanners are more than just support staff; they are…

Kaplan Professional has introduced a new initiative aimed at enhancing the pool of financial advisers by launching an Advanced Diploma for Paraplanners. This move comes in response to the industry’s recognition that solely relying on recent graduates for new advisers may lead to a slow replenishment of the workforce. The Advanced Diploma in Paraplanning is…

The Personal Finance Society (PFS) has recently disclosed the program details for its upcoming Purely Paraplanning 2025 conference scheduled for 7th May in central London. As a significant professional body with over 40,000 members and the authority to grant the Chartered Financial Planner designation, PFS has curated a program specifically tailored to address the evolving…

AdvisoryAI, an artificial intelligence solutions provider, has recently unveiled a cutting-edge AI tool named Emma, specifically designed for financial advisers and paraplanners. This innovative tool aims to revolutionize the way professionals in the financial intermediary market operate by offering advanced support and assistance. The introduction of Emma signifies a significant leap in leveraging technology to…

In the realm of financial services, the debate surrounding outsourced paraplanning remains a topic of interest, with proponents and skeptics voicing their perspectives on the practice. The industry recognizes the cost-saving benefits and the solution it offers to combat the labor shortage amidst increasing regulatory demands. However, the decision to hire outsourced or offshore paraplanners…

The financial advice industry is undergoing a significant transformation with the introduction of AI-powered platforms designed to revolutionize the way advice is provided. These platforms are not meant to replace human advisors but to enhance and complement their services. Neilson & Co Wealth managing partner Ben Neilson emphasizes that AI tools will play a supportive…