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|... resolving complaints. The Commission recommenced with Financial Planning Association of Australia (FPA) chief executive Dante De Gori facing questions regarding high-profile member Sam Henderson's questionable conduct. Former client Donna McKenna complained ...|
|... number to a record high of 175,573 worldwide. The number of CFPs in Australia stood at 5702, FPA chief executive Dante De Gori said. "It is very important for Australians to know what to look for when they are seeking financial advice. The CFP designation ...|
|... must also be degree-qualified from 1 January 2019. The Financial Planning Association of Australia chief executive Dante de Gori recently quelled the anxiety of its members over the draft standards released by FASEA in December 2017 in a video message. ...|
|... despite having its own accreditation standards at their foundation. In a video message to members, FPA chief executive Dante de Gori said it was never intended that the list of approved education pathways compiled by the FPA's Financial Planning Education ...|
|... client service, mentorship and innovative ideas around the Statement of Advice (SOA) supplement. FPA chief executive Dante De Gori acknowledged Hayward for understanding that trust and respect is earnt through excellent client service. "His reputation ...|
|... about clients and explaining basic financial concepts using more than 30 educational tools. FPA chief executive Dante De Gori, urged financial planners to start looking at how fintech can help innovate services and enhance the advice process. "Fintech ...|
|... Awards ahead of its Professionals Congress in Hobart next month. Announcing the award finalists, FPA chief executive Dante De Gori said he was impressed by the volume and quality of entries, with all finalists having demonstrated the highest professional ...|
|... Planning Day by raising awareness about the importance of investor education and protection. FPA chief executive Dante De Gori said the initiative will empower more consumers to take control of their finances and future. "In Australia and around the ...|
|... school children on topics ranging from savings and interest to tax, real estate and insurance. FPA chief executive Dante De Gori said the partnership with Banqer will equip young people with the skills they need to make smart and informed financial choices ...|
|... planners. And there's still more to come. We'll be announcing further speakers in the coming weeks," FPA chief executive Dante De Gori said.|
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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