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Financial advice M&A deals rise in Q1 2024

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period. ....

New South Wales , David Chalmers , Godfrey Pembroke , Paul Barrett , Hugh Humphrey , Practice Development Group , Solutions Centric , Money Management , Sequoia Financial , Clique Paraplanning , Insignia Financial , Clearview Wealth ,

Sequoia acquires national paraplanning service

Sequoia has made its latest acquisition of a national paraplanning service as it seeks to expand its offering for advisers. ....

New South Wales , Garry Crole , James Hird , Australian Football League , Clique Paraplanning , Australian Business Structure Pty , Castle Corporate , Euree Asset Management ,

Creative paraplanners reinventing the SOA

Passionate paraplanners are incorporating colourful flow charts and even photographs of Teslas into Statements of Advice to support the adviser-client relationship. ....

Jackie Bennett , Brittany Mcbean , Clique Paraplanning ,

Asendium to help grow paraplanning businesses

Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector. ....

Brittany Mcbean , Scott Miller , Royal Commission , Advice Report , Digital Advice , Clique Paraplanning , Statement Of Advice ,

Is paraplanning the perfect career for creative introverts?

Paraplanning is quickly evolving from an administrative burden into a thriving profession for those with strong administration, research and creative writing skills. Paraplanning rarely gets the att ....

Brittany Mcbean , Jackie Bennet , James Mitchell , Clique Paraplanning ,