All Articles tagged with 'Contract Paraplanning Services'

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10 tips for developing a Statement of Advice

From Contract Paraplanning Services

Paraplanners have a tough task: consistently create SoAs which tick all the boxes from an adviser satisfaction, client engagement and compliance point of view. Balance complexity with compliance, templates with personalisation, financial literacy with reasonable basis and best interest and time constraints with quality and efficiency. Here are a few simple tips which can assist

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27 Mar 2013

2013 – with change comes opportunity

From Contract Paraplanning Services

2013 is expected to be an interesting year for the financial planning profession with anticipated changes to revenue models, licensing, advice processes and potentially business models. Among these changes there are likely to be a number of key elements that will impact paraplanners and the advice process in 2013. Here are my top four predictions:

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22 Jan 2013

Paraplanning – How to get outsourcing to work for your business

From Contract Paraplanning Services

As the number of outsourced paraplanning service providers in the market increases, so too do the options available to Financial Planning businesses to find a solution that works best for their business. It would be fair to say that many businesses who are looking to outsource may be doing so purely on the basis of

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04 Dec 2012

Earn CPD Points

CPD: Ethics and financial control
Financial control, a form of financial or economic abuse, is unfortunately an increasingly common occurrence across a range of age [...]
CPD: The Pandemic accelerant - digital age business strategies
The following article is an excerpt from a white paper written by two investment experts from Epoch Investment Partners: William [...]
CPD: The pool’s lovely, come on in! An essential guide to life insurance underwriting in Australia
The gatekeeper to the pool In an earlier article we explained risk pooling, a foundational concept in insurance. By aggregating [...]
CPD: Don't be fooled by most ESG rankings - focus on materiality instead
Are ESG investors being fooled? The Wall Street Journal recently ran an article about how big technology stocks dominate ESG [...]
CPD: Life underinsurance – from gap to chasm, the advice challenge
Life underinsurance has been a much discussed – and debated – topic for more than a decade. Denounced by some [...]