DANTE DE GORI

Financial planning

The FPA’s wellbeing hotline has not seen as much uptake as expected but there has been plenty of concern expressed by advisers about handling the Financial Adviser Standa...

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Financial planning

Australians spend $19.8 billion each year buying presents for friends, family and even their pets according to research for this week’s Financial Planning Week. ...

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Financial planning

The Financial Planning Association, Association of Financial Advisers and other professional association backers will today lodge a formal application with ASIC to operat...

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Features

As advisers battle with the effects of the Banking Royal Commission, education reforms, the banks exiting wealth, and changes to business structures, Hannah Wootton finds...

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Financial planning

The Financial Planning Association has launched a new CPD platform aimed at aggregating FPA, Financial Adviser Standards and Ethics Authority-accredited options....

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People & Products

The Financial Planning Association of Australia has launched a new Match My Planner online matching service to help Australians find a Certified Financial Planner....

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Financial planning

The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...

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Financial planning

Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...

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Financial planning

The private contractual nature of Buyer of Last Resort arrangements has served to leave the major planning organisations on the sidelines as advisers see their pay-outs e...

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Financial planning

Financial planners face the need to convince the Senate cross-bench of the virtue of allowing more time for them to sit the Financial Adviser Standards and Ethics Authori...

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Financial planning

The industry’s two main industry bodies have continued their unified response navigating the difficult landscape advisers are facing, yesterday meeting together with Sena...

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Policy & Regulation

When the new assistant minister for Superannuation, Financial Services and Financial Technology, Jane Hume is sworn in tomorrow she will face some significant challenges ...

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Financial planning

The Financial Planning Association and the Association of Financial Advisers have formed a joint taskforce to help guide the future of life/risk commissions....

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Financial planning

The Financial Planning Association has warned the Australian Financial Complaints Authority of significant consequences if professional indemnity insurance cover does not...

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Financial planning

The Financial Planning Association has urged the Financial Adviser Standards and Ethics Authority to publish a status list of professional designation to clarify their st...

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Never miss the latest news and developments in wealth management industry

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 3 days 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 3 days 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 4 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