DANTE DE GORI

Financial planning

The Financial Planning Association has pointed to the winding up of FASEA and a cap on Australian Securities and Investments Commission spending as being positives from t...

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Features

There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...

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Financial planning

Melbourne-based financial planner Renato Manias has received the award which is given out each semester to the best-performing student in the CFP certification program....

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Financial planning

The Financial Planning Association has told the Australian Securities and Investments Commission the same reference checking protocols that apply to financial advisers sh...

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Financial planning

Although the removal of the Financial Adviser Standards and Ethics Authority is a huge victory for many in the industry who spent the last few years fighting for reform, ...

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Financial planning

The Federal Government has made at least some concessions to financial advisers with new legislation at least simplifying some elements of fee disclosure while making cle...

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Financial planning

The FPA is on a recruitment drive among former members and new members with whom it has had contact offering a discount of $506 for those wanting to become Associate Memb...

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Financial planning

The Financial Planning Association is pointing to the proposed Single Disciplinary Body as the answer for delivering greater regulatory simplicity for financial tax advis...

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Financial planning

WA-based HPH Solutions has picked up two awards, as the annually presented award reaches its eighth year. ...

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Financial planning

The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...

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Financial planning

With the average cost of a statement of advice having risen to around $2,700 the Financial Planning Association says it’s time to peel back the layers of regulation imped...

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Financial planning

The Government wants financial advice to be made more affordable and a Financial Services Council has canvassed easier scaled advice, technology and less red tape as bein...

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Financial planning

Regulatory reform, technology and some form of subsidisation are needed to fix advice, according to the FPA chief executive....

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Features

Mike Taylor writes that less than 12 months out from the Australian Securities and Investments Commission’s review of the Life Insurance Framework, the Australian life in...

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Financial planning

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago