PARAPLANNING

Financial planning

Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....

Financial planning

The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new...

Features

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...

Financial planning

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

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

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....

Financial planning

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...

Financial planning

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

Financial planning

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

Financial planning

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....

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...

Financial planning

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 planning

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

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Financial planning

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

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Financial planning

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago