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

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....

Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....

Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...

Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendati...

Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers....

Amidst concerns that video SOAs or a shorter advice document could replace paraplanners, this industry professional sees it as an opportunity for them to upskill....

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...

With merger activity top of mind for many financial planning firms strained by costs and regulation, this paraplanning firm has shared some pros and cons to take on board...

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

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

Diverger has partnered with Atlas Outsourcing to provide virtual administration and paraplanning services to its client network through staff in the Philippines....

AMP advisers have been notified that the company is ceasing offering paraplanning and recruitment services because it will be outsourcing to external parties....

Strong technical knowledge and communication skills have seen last year’s Money Management Paraplanner of the Year, RSM’s Chris Cynkar, take out the top spot for the seco...