All Articles tagged with 'Dante De Gori'

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FPSB India and FAAA boost cross-border opportunities for CERTIFIED FINANCIAL PLANNERS®

From FAAA - Financial Advice Association Australia

FPSB India, a subsidiary of the Financial Planning Standards Board (FPSB), and the Financial Advice Association Australia (FAAA), have signed a memorandum of understanding (MoU) to promote cross-border mobility and

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06 Nov 2024

FAAA Congress agenda fostering collaboration and growth as a profession

From FAAA - Financial Advice Association Australia

The inaugural Financial Advice Association Australia (FAAA) Congress will give financial advisers the opportunity to gain valuable insights into the many changes currently taking place in the financial planning profession.

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28 Sep 2023

FPA appoints new CEO

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has appointed Sarah Abood as its new chief executive officer. Ms Abood will start the role in mid-January 2022. The appointment follows the

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10 Dec 2021

FPA names second 2021 winner of Gwen Fletcher Memorial Award

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has named Sydney-based financial planner Susan Buda of Brady & Associates Financial Advisers, as the second 2021 winner of the Gwen Fletcher Memorial Award. Named after

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10 Nov 2021

FPA launches Women in Financial Planning Mentoring Program

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has launched its FPA Women in Financial Planning (FP) Mentoring Program. The inaugural program aims to support women in financial planning to further

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04 Nov 2021

FPA response to the passing of Better Advice Bill

From FPA - Financial Planning Association

The FPA welcomed the passing of the Better Advice Bill in the Senate last week and looks forward to the stability that will follow. After 8 years of constant regulatory

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25 Oct 2021

Twenty finalists revealed in the 2021 FPA Awards

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA

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14 Oct 2021

Saving money trumps taking a holiday: COVID gives Australians a financial health check

From FPA - Financial Planning Association

Australians are making some healthy financial choices as they endure a challenging second year of the COVID pandemic, with more Australians prioritising hitting a savings goal over taking a holiday

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05 Oct 2021

F3 and FPA shift the dial on gender diversity through Scholarship program

From Camilla Love F3 – Future Females in Finance

F3 – Future Females in Finance and the Financial Planning Association of Australia have partnered to offer 20 university students practical work experience to boost the skills and employability of

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24 Sep 2021

FPA welcomes the Government’s decision to review the ASIC industry funding model

From FPA - Financial Planning Association

The Financial Planning Association of Australia (FPA) welcomes the announcement from the Morrison Government on its decision to implement a temporary reduction in cost recovery levies for the next two

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31 Aug 2021

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]