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Showing 181 - 190 of 509 results for "IPA"

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
The Financial Planning Association (FPA) chair Matthew Rowe has ended his two year term at the head of the organisation's board and will be replaced by Tupicoffs financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief ...

AustralianSuper to double size of in-house investment team

JAMES FERNYHOUGH  |  MONDAY, 20 OCT 2014
The largest super fund in the country, AustralianSuper, plans to double the size of its in-house investment team by 2015, setting a fresh template on how mega-super funds in the future could start managing their multibillion-dollar portfolios. Over ...

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Large financial institutions are raising education standards for their financial advisers. For those already holding the right qualifications it will be business as usual, but for those who need to do some studying, Laura Millan has come up with a guide ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Institute of Public Accountants (IPA) said that the current education requirements for advisers on taxation law are insufficient and expressed concern at the exemption for advisers who belong to a professional association. "One semester unit of ...

Senior van Eyk executive joins independent advice firm

MARK SMITH  |  MONDAY, 13 OCT 2014
Senior financial services executive Anthony Vaiente has left struggling asset consultancy firm van Eyk to join independently-owned advice firm Fitzpatricks Financial Group in the role of head of business growth. Vaiente joined van Eyk as manager of ...

FEATURE: Big data and financial services

LAURA MILLAN  |  FRIDAY, 10 OCT 2014
It has changed the way friends interact with each other, the way people think and express themselves and, above everything, it has changed the way people buy. Consumers want to be able to buy anything, at any time, through any device. Companies in all ...

PROFILE: UniSuper CEO Kevin O'Sullivan

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
In July 2013 Kevin O'Sullivan became chief executive of one of Australia's largest superannuation funds, UniSuper. Just over a year on, he catches up with James Fernyhough to talk retirement income, the value of asset consultants, and the future of ...

Who should be in the 2014 #fsPower50?

MICHELLE BALTAZAR  |  FRIDAY, 3 OCT 2014
Who will make it to this year's list of the top 50 social media influencers in financial services? The search begins. Last year, Financial Standard launched the inaugural Financial Standard Power 50 (#FSPOWER50) : our list of 50 financial services professionals ...

PROFILE: AMP SMSF managing director Natasha Fenech

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
Natasha Fenech has a talent for coming up with strategies to solve problems and a passion for all things precise. She has combined the two during more than 24 years in financial services and, most recently, as AMP self-managed super fund (SMSF) business' ...

FEATURE: Quenching the thirst for income

MARK SMITH  |  FRIDAY, 26 SEP 2014
Low economic growth and wavering investment confidence in the wake of the global financial crisis has turned a stampede of investors onto the portfolio boosting benefits of income-paying investments. But understanding the many options available can ...