DANTE DE GORI

Financial planning

The Financial Planning Association has welcomed last night’s Federal Budget, but cautioned that using ASIC’s industry funding model to pay for implementing Royal Commissi...

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Financial planning

The use of the term ‘general advice’ may finally be ending after a finding by ASIC that the division between personal and general advice confused consumers, according to ...

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Financial planning

The Financial Planning Association has restated its position on a three-year phase-out of grandfathering, claiming that commissions have led to some consumers paying impl...

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Financial planning

The Financial Planning Association has welcomed the Financial Adviser Standards and Ethics Authority’s decision to award the Certified Financial Planner program two credi...

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People & Products

A key industry body has launched an online tool to help planners select which fintech solutions will best grow their practices’ profitability and efficiency....

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Features

In a sea of reform recommendations for the banking and financial services sector, a looming election may see politicians skim across the surface on matters that deserve a...

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Financial planning

The Financial Planning Association chief executive, Dante De Gori has warned that there will be a high price to be paid by the industry if the recommendations of the Roya...

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Financial planning

2018 was another year of growth for planners holding the Certified Financial Planner designation with a 3.3 per cent global rise in the number, according to the Financial...

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Features

Industry Super Australia used a submission to a Parliamentary committee to question the ability of financial planners to be trusted to give unconflicted advice on post re...

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Policy & Regulation

Industry superannuation funds have welcomed the Royal Commission’s final report, but financial planning groups are concerned about the outcome for their members....

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Financial planning

The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...

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Financial planning

Planners should expect FASEA’s final standards by Christmas, with the Authority’s chief executive, Stephen Glenfield, today saying that his intention was to have them fin...

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Financial planning

The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....

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Financial planning

Technology was a focus of the first day of the FPA’s Professionals Congress yesterday, with the organisation both releasing a fintech buyers guide and a new app to match ...

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Financial planning

The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...

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MARKET INSIGHTS

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

4 days ago

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

3 weeks 2 days 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 22 hours ago

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

2 days 1 hour ago