PARAPLANNERS

Financial planning

While the profession struggles to keep up with strong consumer demand, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is thi...

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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 days 7 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

1 week 6 days ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 weeks ago
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