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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago