DANTE DE GORI
Financial planning
The Financial Planning Association's Conduct Review Commission has fined former member, Sam Henderson $50,000 for breaching the FPA code of conduct....
Financial planning
The Financial Planning Association has established a new legal entity in preparation to become a code-monitoring body under the Financial Adviser Standards and Ethics Aut...
Financial planning
The Financial Planning Association has banded with Financial Executive Women to promote mentoring opportunities for women in the planning industry and support them in the...
Financial planning
Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...
Financial planning
Having frequent money talks with children can help raise more financially savvy kids, according to the Financial Planning Association’s Share the Dream report....
Financial planning
Parents are struggling to raise kids born since 2000 and to whom money is often unseen, but seeking a financial planner could help, according to the Financial Planning As...
Financial planning
The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...
Financial planning
The high cost of acquiring and then maintaining code-monitoring status may finally serve to unite the key financial planning organisations....
Financial planning
Erica Cummins of Graham Wealth in Swan Hill has won the Financial Planning Association’s Gwen Fletcher Memorial Award....
Financial planning
The Financial Planning Association has acknowledged that obtaining and then maintaining financial planner code-monitoring status represents a substantial and expensive ch...
Financial planning
The Australian Securities and Investments Commission has signalled that planner bodies will have to put aside their fear of losing members if they are to succeed as co-re...
Financial planning
The Financial Planning Association and other industry groups have warned that many people will need advice to navigate the Government’s Budget changes....
Financial planning
The Financial Planning Association and the Association of Financial Advisers are scheduled to appear before the Royal Commission today with the focus expected to be on ho...
Financial planning
The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....
Financial planning
The Financial Planning Association’s National Roadshow will focus educating and calming financial planners regarding the Financial Adviser Standards and Ethics Authority’...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...