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, ...

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...

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...

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...

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...

Financial planning

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

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...

Financial planning

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

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...

Financial planning

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

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....

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....

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...

Financial planning

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

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

So we are now underwriting criminal scams?...

5 months 3 weeks ago

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

6 months ago

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

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 4 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 3 days ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

3 weeks 3 days ago