paraplanners

Financial planning

Where are the missing third of ASIC exam passers?

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

Paraplanners reluctant to progress to adviser status

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

Will QAR drive greater paraplanner demand?

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

ASIC claims to have planners in its regulatory ranks

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

QSuper ceases comprehensive advice

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

People & Products

AFA launches paraplanner community

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

Awards

Applying lessons learnt outside the classroom

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

Financial planning

Planners need to offer extra value

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

Financial planning

FPA searches for well-rounded award nominees

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

Degree-qualified planners in demand but scarce

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