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|... advice', the FPA is recommending it be renamed 'product information' or 'strategy information'. FPA chief executive Dante De Gori believes future reforms to consumer protection should address problems in the law rather than add further regulation. "While ...|
|... considering financial advice to strengthen their financial position coming out of COVID-19. FPA chief executive Dante De Gori said those who had a financial planner by their side were able to cope more confidently than those who didn't. "The value of ...|
|... country, to celebrate individuals and businesses that "go above and beyond" for their clients. FPA chief executive Dante De Gori said the challenges and disruptions caused by the coronavirus pandemic, combined with ongoing changes in the wealth management ...|
|... on matters relating to the Tax Agent Services Act 2009 and the Code of Professional Conduct. FPA chief executive Dante De Gori said the association was honoured to be the first of its kind to enter into an MOU with the tax organisation. "The FPA has ...|
|... quality, in-depth peer-to-peer learning and discussion, and learn from inspiring speakers," FPA chief executive Dante De Gori said. "As we move forward following the pandemic, the FPA Virtual Congress program is set to inspire financial planners to 'reinvent' ...|
|... being achieved this year added significant pressure." Financial Planning Association of Australia chief executive Dante De Gori also welcomed the passing of the extensions, thanking Senator Hume for responding to the industry's concerns. FASEA itself ...|
|... is excessive and last financial year the final levy amount was even higher than the estimate. FPA chief executive Dante De Gori described the increased levy as "fee gouging" and an unreasonable demand of financial advisers given the current economic ...|
|... system. Currently, an Australian financial services licence (AFSL) is required to provide advice. FPA chief executive Dante De Gori said the law should be changed to focus the AFSL system on the regulation of financial products, rather than requiring ...|
|... outlined in the MAC strategy - member engagement, public policy advocacy and consumer education," FPA chief executive Dante De Gori said. "As our five-year strategic plan was finalised it was natural to look at the team structure. I am personally grateful ...|
|... the exemption as it ensures Australians continue to invest with confidence in LICs and LITs," FPA chief executive Dante De Gori said. "Today's announcement also removes any impediment to passing the much-needed Treasury Laws Amendment (2019 Measures ...|
Australian asset managers are the fourth-fastest growing of their global peers, clocking in 11.9% in compounded annual growth over the last five years, says a new report from Willis Towers Watson.
The head of QSuper's advice unit has departed after the superannuation fund restructured its financial-advice offering to members.
BlackRock has won a passive investment strategy mandate from AMP New Zealand for an undisclosed amount.
APRA and ASIC have published the latest data on life insurance claims and disputes, demonstrating the difference financial advisers make when it comes to TPD and trauma claims.
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