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

One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

1 hour ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

2 days 19 hours ago
Random

What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...

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....

10 months 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 2 weeks ago

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

10 months ago