All Articles tagged with 'Dante De Gori'

The Financial Planning Association of Australia (FPA) has released a new discussion paper titled Evolution of Advice: The Financial Planning Profession from 2020 to 2025, and opened consultation on its proposed new policy platform. The paper considers the major issues that will affect the profession over the next five years, including the affordability of advice, […]

From the opening keynote session of the Financial Planning Association of Australia’s (FPA) Professionals Congress, the organisation has launched a new online secure community platform that will enable its members to form deeper connections with one another and share views with their professional peers. At this time of great change in the financial planning profession, […]

The Financial Planning Association of Australia (FPA) yesterday presented the findings of research conducted by its Future of the Statement of Advice (SOA) Working Group at the 2019 FPA Professionals Congress in Melbourne. The findings showed examples of technology and services available that can help financial planners develop more meaningful client experiences during the advice process. […]

The Financial Planning Association of Australia (FPA) welcomes the statement from the Australian Securities and Investments Commission (ASIC) that outlines its approach to advice licensee obligations for the financial adviser code of ethics. Following significant advocacy efforts by the FPA and other professional associations to Government, ASIC and FASEA (Financial Adviser Standards and Ethics Authority), […]

The Financial Adviser Standards and Ethics Authority (FASEA) has yet to consult with industry, and with less than 50 business days remaining until the Code of Ethics is due to commence FASEA has not consulted with one financial planner[1], according to the Financial Planning Association of Australia (FPA). The FPA called on FASEA in February […]

Australians love to travel – and we are among the biggest travel spenders in the world. But we’re not financing our travel well and we’re returning home with phones full of pictures and wallets full of debt, according to the Financial Planning Association of Australia (FPA). The most recent data available from Commonwealth Bank found […]