PARAPLANNERS

Financial planning

A new survey has found that less than a quarter of paraplanners hope to become a financial adviser, placing a hurdle in the way of boosting adviser numbers....

Financial planning

The Quality of Advice Review may be hoping to reduce regulatory red tape but the need for temporary support staff and paraplanners is on the rise as more advisers opt for...

Policy & Regulation

The Australian Securities and Investments Commission is insisting it has empathy for financial planning licensees because it has both former advisers and paraplanners in ...

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Financial planning

The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected. ...

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People & Products

The Association of Financial Advisers has launched Pulse, a new community of practice for paraplanners....

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Awards

Commonwealth Financial Planning's Rachelle Prato won the Paraplanner of the Year award for her acumen to draw up comprehensive documentation....

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Financial planning

Financial planners and paraplanners who can add extra value to their role will be in high demand in 2017, according to Hays....

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Financial planning

Applications for the 2016 Financial Planning Association of Australia (FPA) Awards have opened and now include the ‘FPA Professional Practice of the Year’ award....

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Financial planning

The Big four banks and smaller planning firms were internally promoting tertiary qualified paraplanners to combat the shortage of experienced financial planners with degr...

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Financial planning

Paraplanners are more likely to hold a third level qualification than financial planners, the Money Management Salary Survey reveals....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

54 minutes 4 seconds ago
Simon

...and not to forget if I'm a butcher, a baker, or candle stick maker then I'm a 'Qualified Adviser'!!! - sorry couldn't...

1 hour 49 minutes ago
Chris Cornish

Needed to add - "consult heavily with the market " ... but don't publish or listen to submissions if they differ from ou...

1 day 4 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago