 Dante De Gori Chief Executive Officer, Financial Advice Association Australia (at time of writing)
DANTE DE GORI | WEDNESDAY, 31 MAR 2021 Time to face the facts: financial advice is a loss-making activity for many of the largest operators in the country. Read more DANTE DE GORI | FRIDAY, 4 DEC 2020 Financial planners were helping Australians through stressful situations long before COVID-19. But the positive stories about financial planners were seldom told before 2020. Good news about the profession was inconsistent with the negative narrative ... Read more DANTE DE GORI | THURSDAY, 20 AUG 2020 The biggest challenge impacting financial planning businesses today is not retaining clients or attracting new business, but the overly complex regulatory system stifling productivity. Read more DANTE DE GORI | FRIDAY, 19 JUL 2019 There is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly, by most citizens around the world is without question. Read more DANTE DE GORI | THURSDAY, 10 JUL 2014 The new financial year has arrived with a bang for financial planners with the Tax Agent Services Act 2009 (TASA) regime now applying to the profession. Read more PAGE: 1 |
Latest News
Court approves $16m DASS settlement
|The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Financial advice exodus has 'bottomed out': ClearView
The insurer says the government's response to the recent Quality of Advice Review points to a return of advice.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
Expert Feed
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
