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Showing 121 - 130 of 509 results for "IPA"

Asset manager profits under pressure

ALEX BURKE  |  MONDAY, 6 FEB 2017
The end of a 30-year bull market in assets is putting pressure on asset managers' profit margins - and may mean the industry has reached its peak. In a recent Lipper Alpha Insight discussion, Financial Conduct Authority technical specialist - investment ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
Two senior hires will join NAB Financial Planning in April. NAB's advice business is welcoming Andrew Gregory as general manager, Victoria/Tasmania and Gary Wood as head of client experience and advice development. Both join NAB from AMP. Gregory was ...

IPA appoints new president

ALEX BURKE  |  THURSDAY, 24 NOV 2016
The Institute of Public Accountants has elected a new president. The IPA's board chose Damien Moore, currently a director, and a senior tax manager at Schulz Hobbs. He is also a director of the Institute of Financial Accountants, and has previously ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The Financial Planning Association of Australia (FPA) has presented the 2016 FPA Awards at the FPA Professionals Congress in Perth. Tony Sandercock of wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The growth of the financial planning industry hinges on a stronger pipeline of young talent joining the ranks - and that requires forging a relationship with them while they are still in school, said FPA chief executive Dante de Gori. "We need to replenish ...

Charter Hall exec joins Link board

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
Link Group has appointed a new non-executive director. Joining the Link board is Peeyush Gupta, the current chairman of Charter Hall Direct Property Management and its Long Wale REIT. Gupta will serve as an additional independent non-executive director ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth. The awards are designed to celebrate individuals and businesses who demonstrate commitment ...

PIMCO to take RE in-house

ALEX BURKE  |  MONDAY, 31 OCT 2016
PIMCO has obtained a responsible entity license in Australia and plans to internalise RE for its $10 billion managed funds suite. Subject to unitholder approval, PIMCO will then be the RE for the funds available to Australian investors, including the ...

Future Fund model for social housing

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... and address the country's struggling public housing system. This is the thought of Infrastructure Partnerships Australia (IPA) which, together with KPMG, released a report suggesting the new funds would provide more money and more places for vulnerable ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
AMP is launching a new financial advice business with 11 branded practices throughout Australia. Appropriately named AMP Advice, the new business is integrating face-to-face adviser experiences with new technologies designed to make "goals-based advice ...