Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further ...
The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to ...
Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, ...
Sequoia has made its latest acquisition of a national paraplanning service as it seeks to expand its offering for advisers.
A new survey has found that less than a quarter of paraplanners hope to become a financial adviser, placing a ...
Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in ...
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its ...
Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery ...
Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
