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 ...

Financial planning

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

People & Products

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

Awards

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

Financial planning

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

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....

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...

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

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago