Category: Paraplanner
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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…
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Brain Efficiently Processes Rhythmic Sounds: Study Reveals Neural Insights
A study conducted by Nienke van Atteveldt and colleagues provides insights into the brain’s ability to process rhythmic versus unpredictably timed sounds efficiently. The research combined functional magnetic resonance imaging (fMRI) and electroencephalography (EEG) to investigate how the brain adapts to different temporal structures in the sensory environment. The brain’s capacity to align neural dynamics…
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Steven McBurnie Leads CISI Paraplanner Group Toward Professional Excellence
Glasgow paraplanner Steven McBurnie has been named chair of the Chartered Institute for Securities & Investment (CISI) Paraplanner Interest Group (PPIG). With a background at Wright, Johnston & Mackenzie, McBurnie brings a wealth of experience to this role, having been an active member of the CISI PPIG committee for five years. He holds certifications as…
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Beloved Roseville Resident Anna Sue Jacobson Leaves Legacy of Love
Anna Sue Jacobson, a beloved resident of Roseville, Minnesota, passed away at the age of 84, surrounded by her family. She leaves behind a legacy of love and dedication to her family and community. Anna was a cherished wife, mother, grandmother, and great-grandmother, survived by her husband of 66 years, Lyle Norman, and her children…
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CountPlus Discontinues Wealth Axis Service, Focuses on Growth
CountPlus has made a strategic decision to discontinue its paraplanning and back-office service, Wealth Axis, as part of a business clean-up initiative. CEO Hugh Humphrey expressed satisfaction with the company’s recent results, emphasizing the need to review and optimize investments, leading to the conclusion that Wealth Axis did not meet performance expectations. The Operational Excellence…
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Financial Advisers Embrace New Client-Centric Documentation Practices
Advisers are undergoing a significant shift as they navigate the post-Statements of Advice (SOA) era, adapting to new documentation strategies. In a move announced by Minister for Financial Services, Stephen Jones, SOAs are being replaced by advice records that aim to provide clear, concise, and effective information to clients. This change, part of the Delivering…
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Kepnock State High Students Collaborate with Council Planners for Urban Design
Kepnock State High School students recently had the opportunity to work alongside Council planners to gain firsthand experience in the field. The Year 7 Humanities students, under the guidance of teacher Nicole Amey, were challenged to design a leisure complex in the Kepnock area. Seeking to provide a realistic insight into the planning process, Strategic…
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Financial Advisors Embrace Cutting-Edge Tools for Enhanced Efficiency
Financial advisors today heavily rely on sophisticated software tools to enhance their financial planning and portfolio management practices. These tools have revolutionized the industry, allowing advisors to streamline client relationships, analyze portfolios, and handle investment data efficiently. Beyond spreadsheet software, advisors now have access to a wide array of platforms and apps that cater to…
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Enhanced Security: Top Solutions for Secure Document Uploads
Secure document upload platforms have become crucial in today’s digital landscape, offering a safe and convenient way to share files online. With the increasing reliance on cloud storage for businesses, ensuring the security of file transfers has never been more important. Cathedral Products 12 Inch Black Lockable Security Box with Bolt Down Kit | $32.99…