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Showing 1021 - 1030 of 5375 results for "Association"

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry. The alliance will have a membership base of 10,000 ...

New MDA offering launched

ELIZA BAVIN  |  WEDNESDAY, 2 DEC 2020
... on with this introduction of the new MDA service." The new MDA will use WealthO2 technology and will be managed in association with Stonewall Capital and the Stonewall Investment Committee. Eligible advisers will be assigned an investment management ...

NAB names RBS alumnus as chief operating officer

ANNABELLE DICKSON  |  WEDNESDAY, 2 DEC 2020
... Australia and head of wealth management in Asia Pacific. He was formerly the deputy chair of the Australian Banking Association, deputy chair of the UK Financial Conduct Authority practitioner panel and a director of Visa Europe. Matheson said he is ...

FPA appoints director

ANNABELLE DICKSON  |  TUESDAY, 1 DEC 2020
The Financial Planning Association of Australia (FPA) has appointed a former KPMG partner to its board and chair of the audit and risk committee. Diana D'Ambra has joined the board following the resignation of Paul Ruiz after serving nearly two years ...

Government backs disciplinary body in principle

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... reduced. "Tax (financial) advisers will only be subject to a single disciplinary regime," he said. The Financial Planning Association of Australia said it welcomed the release of the independent review with respect to Recommendation 7.1 FPA chief executive ...

Investment Trends names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 26 NOV 2020
... and continues to hold several board positions. Brennan is a former non-executive director of the Financial Planning Association of Australia, van Eyk, Old Mutual and Advantage Financial Services. Her current board positions include non-executive directorships ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... adviser from Western Australia has won the FPA Certified Financial Planner Professional of the year award, as the association announces its 2020 award winners. Zacary Leeson of HPH Solutions took home the award as an acknowledgment to positive impact ...

ASFA adds board members

KARREN VERGARA  |  WEDNESDAY, 25 NOV 2020
The Association of Superannuation Funds of Australia has appointed two directors to its board. ASFA made way for Sunsuper chair Andrew Fraser and IOOF chief operating officer Frank Lombardo as additional directors after the passing of a special resolution. ...

Australian Sustainable Finance Initiative launches

RACHEL ALEMBAKIS  |  TUESDAY, 24 NOV 2020
... The sustainable finance body will not duplicate the work of other industry bodies such as the Responsible Investment Association Australasia, the Australian Banking Association, the Insurance Council or the Investor Group on Climate Change, but will ...

SMSFs are cost-effective, deliver for members

KARREN VERGARA  |  MONDAY, 23 NOV 2020
... are giving retail and industry funds a run for their money in terms of fees and returns. Joint research by the SMSF Association and Rice Warner found SMSFs with $200,000 or more are cost competitive with both industry and retail super funds. Balances ...