DANTE DE GORI

Financial planning

The financial services bodies have welcomed the extension of the FASEA exam and education standards, which now have the deadline of 1 January, 2022, and 1 January, 2026, ...

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Features

Mike Taylor writes that the Financial Planning Association may well have identified a key element of the future of the financial advice industry but no one should overloo...

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Financial planning

Licensees need to look to accepting a role as the agencies which develop, train, educate and support registered financial advisers, according to the Financial Planning As...

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Financial planning

The Financial Planning Association has signalled it wants the next best thing to the commercial benefits which would have flowed from being a code-monitoring body, with i...

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Policy & Regulation

It has now called on the Senate to pass the FASEA extension bill, now that the Government has removed the exemption that allows stamping fees on listed investment entitie...

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Financial planning

The free guide was designed to help consumers manage their finances during the crisis....

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Financial planning

The Australian Securities and Investments Commission granted class order relief with respect to advisers being required to be members of a code-monitoring body and questi...

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Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

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Life/Risk

The Financial Planning Association says the advocacy efforts of financial advisers on behalf of clients can often impact the dispute data collected by the Australian Prud...

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Financial planning

The Financial Planning Association has echoed the Association of Financial Advisers in calling on Choice to retract derogatory comments about financial planners....

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Expert Analysis

The financial planning profession is on the cusp of a major growth trajectory as planners and professional associations unite to secure its future, writes Dante De Gori....

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Financial planning

The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....

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Financial planning

Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...

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Financial planning

The two associations have come together to help those impacted by the bushfires to rebuild financially....

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Financial planning

The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...

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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 18 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 16 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 19 hours ago