Category: Paraplanner
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Creditors Voluntary Winding-Up Notices Highlight Business Financial Struggles
In March 2024, a series of Creditors Voluntary Winding-Up notices were published in the London Gazette for various companies. These notices signify the appointment of liquidators for these companies, indicating their initiation of the winding-up process. The list includes a wide range of businesses, from Driver Hire and Talent agencies to Construction and Consulting firms.…
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Intelliflo Australia Expands Leadership Team for National Growth
Intelliflo Australia has made significant strides with the recent announcement of two key senior hires. The company has appointed Kate Fellows as the business development manager for Victoria, South Australia, and Tasmania, while Aaron Thiele will oversee operations in Queensland and the Northern Territory. These strategic hires come on the heels of Intelliflo’s successful market…
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John F. Loughrey Financial Services Seeks Motivated Paraplanner in Letterkenny
John F. Loughrey Financial Services, a prominent financial advisory firm in the northwest, has announced a job vacancy for a Paraplanner. Based in Letterkenny, the award-winning company is seeking a motivated individual to join their team and contribute to their success. Collins 2025-2026 Financial Year Diary – A6 Week to View Planner – Black |…
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Embark Launches The Paraplanner Room for Industry Recognition
Embark, a platform and retirement provider, has unveiled The Paraplanner Room, a dedicated hub tailored for Paraplanners seeking informative content and tools. This initiative stemmed from Embark’s recent Paraplanner Survey, revealing a growing recognition of Paraplanning as a distinct career path among professionals in the field. A PRACTICAL GUIDE TO AUSTRALIAN SUPERANNUATION: A Plain-English Guide…
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Morningstar Wealth Unveils Innovative Reporting Tool for Paraplanners
Morningstar Wealth has launched a consolidated reporting tool tailored for paraplanners in the financial planning sector. This innovative tool aims to streamline processes and enhance efficiency, ultimately saving paraplanners significant time. By enabling the generation of a single, comprehensive report encompassing portfolio movements, income details, cash flow, and fee information, the tool offers a holistic…
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KPMG Australia Faces Criticism Over $423M Security Contract Assessment
KPMG Australia has faced intense criticism after rejecting claims that it made a critical error in assessing a company before the government awarded a $423 million contract for security work on Manus Island. The consultancy firm refuted allegations made during a Senate inquiry that it conducted due diligence on the wrong company, leading to significant…
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MDS Enhances Adviser Services with AI and Compliance Solutions
My Dealer Services (MDS) has unveiled a range of new services for its adviser network as part of a strategic growth initiative. The self-licensing specialist group is aiming to expand its network in 2025 by introducing a compliance portal and establishing key technology partnerships to enhance member services. The Fiscalization Compliance Maturity Model: Playbook for…
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2025 Retirement Planning: Navigating Challenges with Financial Advisors
Retirement planning in 2025 presents a unique set of challenges for today’s retirees due to market volatility, political changes, rising expenses, and healthcare considerations. A study by Allianz Life reveals that the fear of running out of money surpasses the fear of death for 64% of Americans. Financial advisors play a crucial role in helping…
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Key Factors for Success in Financial Advice Practices Revealed
High-performing financial advice businesses share common characteristics, as revealed by the 2024 Advice Operations Research Report by Elixir Consulting, supported by Colonial First State. The report, based on a survey of 171 advisory firms and 561 advisers, identified six key factors that define top-performing practices. Monthly Budget Planner – 14 Months Undated Financial Planner Organizer…
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Comparing Financial Adviser Training Programs: Key Considerations Revealed
Choosing between adviser academies and training courses can be a pivotal decision for anyone aspiring to become a financial adviser. The options available cater to various career paths, from administration to paraplanning, and even running your own firm. These programs aim to equip students with the necessary skills and qualifications to thrive in the financial…