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|... make the template available in the modelling and advice generation systems they already use. FPA chief executive Dante De Gori said the digital ROA template is one of the many initiatives that has been developed to drive efficiencies in advice practices ...|
|... 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 them in managing their ...|
|... their clients feel that everything is under control." Financial Planning Association of Australia chief executive Dante De Gori applauded financial advisers for stepping up to the challenge. "Just like every other business in Australia, financial planners ...|
|... their businesses to assess which areas of their practice are thriving and which need more work. FPA chief executive Dante De Gori said the new tool would allow financial advisers to strengthen their systems and processes at a time when they need it most. ...|
|... financial year and 2020-21. The announcement comes after Financial Planning Association of Australia chief executive Dante De Gori called for the government to reduce the annual minimum payment amount for superannuation income streams in a missive he ...|
|... Financial Planning Association of Australia is keeping itself busy amid COVID-19 uncertainty, with chief executive Dante De Gori urging the government to consider moves to ease the pressure on retirees, just weeks after he had an audience with the retirement ...|
|... take away the ability for consumers to choose where they get advice and how they pay for it. FPA chief executive Dante De Gori said that the argument that MySuper members are disengaged because they are in the default option and therefore do not require ...|
|... of Australia (FPA) and Association of Financial Advisers (AFA) lobbied for these extensions. FPA chief executive Dante De Gori responded to news of the bill passing on LinkedIn, saying: "The FPA policy team was in Canberra today - and I am pleased to ...|
|... significant financial pressures requiring the support and expertise of a financial planner," FPA chief executive Dante De Gori said. "To address this, we put a call out to financial planners to volunteer their professional expertise and time in the aftermath ...|
|... Deakin will include the program as an elective option for Masters of Financial Planning students. FPA chief executive Dante De Gori said the move simplified the education requirements of financial planners. "This is a significant win for financial planners ...|
A former New South Wales Treasury Corp executive has joined the prudential regulator as head of investment risk.
MLC Life has been handed a new group insurance mandate from a retail superannuation provider.
Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.
The Federal Reserve is restricting the investing activities of policymakers and senior staff, including banning them from holding or trading individual stocks and bonds.
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