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|Search Results||Showing 11 - 20 of 100+ results for "FPA"|
|... extension bill. "We welcome 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 ...|
|... Private Wealth business after acquiring Wotherspoon Wealth, which was founded by a father and son duo in 2010 and won the FPA's Professional Practice of the Year award in 2018. "Despite the current extraordinary conditions, at Perks we are optimistic ...|
|... payments to more than 1 million Australians." Financial Planning Association of Australia chief executive Dante De Gori said the FPA welcomed the clarity the decision provided the sector, however the FPA boss asked the government to remain open to reviewing ...|
|... would be listed on the Senate sitting calendar next week as non-controversial, meaning both parties agree it should pass. FPA head of policy and standards Ben Marshan said that during the webinar, which could not be attended by media, confirmation of ...|
|... support members who have been inundated with requests for advice, following the strong demand for early super access. The FPA along with SMSFA, CA ANZ, CPA and IPA made the ROA template available to help members quickly and efficiently provide advice ...|
|... the motives behind some of the legislation that has impacted independent financial advisers. One of those theories is that FPA supports the agenda of large institutions. In a thinly veiled accusation, the AIOFP accused the FPA of taking money from the ...|
|... to ensure there are more skilled advisers in the marketplace to meet this demand," the groups said in a joint statement. FPA chief executive Dante De Gori said "Australians sleep better at night knowing they have a professional financial planner assisting ...|
|... terms of being able to assist in a timely manner for our members and our member's clients." However he maintains that FPA members have been embracing technology since robo-advice entered the scene. "I think it's fair to say that since then, the ...|
|... the success of their business relative to their peers. In partnership with global market research consultant CoreData, the FPA READY Index will enable financial advisers to benchmark their businesses to assess which areas of their practice are thriving ...|
|... advisers for IOOF. Prior to this he worked for KPMG in London and Price Waterhouse. During his career, Creswell sat on the FPA Professional Conduct Committee, was a member of the Financial Planning Advisory Committee to the board of the Financial Ombudsman ...|
Munro Partners is introducing a global equities strategy to Canadian retail investors, after raising $1.5 billion in Canada since January 2019.
IFM Investors and Regal backed Spitfire has appointed administrators, as it looks to restructure the group after a shareholder reneged on promised funding.
Melbourne's Warakirri Asset Management has launched new retail funds from its freshly-minted partnership with Northcape Capital.
Synchron's general manager of legal, risk and compliance Michael Jones has resigned, with a new appointment to lead the dealer group's compliance.
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