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Showing 3951 - 3960 of 5379 results for "Association"

FPA appoints three directors

FPA RELEASE  |  WEDNESDAY, 13 OCT 2010
... Certified financial planners Neil Kendall, Peter O'Toole and Julie Matheson have been elected to the Financial Planning Association board. After 23 candidates stood for the election, Kendall, O'Toole and Matheson were elected as practitioner members ...

AFA announces Rising Star nominees

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
Every year, the Association of Financial Advisers (AFA) trawls through its membership base to find out the future leaders of the advice industry. This year, six advisers made it to the shortlist. AFA chief executive officer Richard Klipin said the final ...

Planner associations at different stages globally

ELISE BURGESS  |  TUESDAY, 12 OCT 2010
... compare to their US counterparts has cropped up in the industry, with many divided on the topic as to the role an association should play. All FPAs are members of the global body called Financial Planning Standards Board (FPSB), which includes Australia ...

PAS taps direct property, shifts bonds

RUTH LIEW  |  TUESDAY, 12 OCT 2010
The $1.6 billion Professional Associations Super has poured $80 million into two direct property mandates and re-allocated $75 million from global bonds to Australian bonds. Paul Kessell, the fund's chief investment officer, said he was not able to ...

AAT upholds ASIC adviser ban

ASIC RELEASE  |  FRIDAY, 8 OCT 2010
The Administrative Appeals Tribunal has upheld ASIC's decision to ban Joshua David Fuoco from providing financial services for five years, after he engaged in deceptive conduct, including providing defective documents to clients. ASIC banned Fuoco from ...

ASIC tightens noose on managed inv schemes

JOHN MCDULING  |  FRIDAY, 8 OCT 2010
... revenues and expenses be disclosed on a rolling 12-month basis. Mark Rantall, chief executive of the Financial Planning Association (FPA), was supportive of the proposals. "We absolutely support tightening up regulations around managed investment schemes ...

AFA unveils Adviser of the Year Award finalists

AFA MEDIA RELEASE  |  THURSDAY, 7 OCT 2010
The Association of Financial Advisers (AFA) has named the finalists of the association's 2010 Adviser of the Year Award and has introduced a new category to reflect fierce competition this year for the top prize. AFA chief executive Richard Klipin said ...

Female planners paid less

ELISE BURGESS  |  FRIDAY, 1 OCT 2010
... planning study. Financial planners have not escaped the pay gap between the sexes after the US Financial Planning Association report 2010-2011 Financial Planning Salary Survey found that women working as a senior financial planner make around 4 per cent ...

FPA chair to step down in November

JOHN MCDULING  |  MONDAY, 27 SEP 2010
After three years at the helm of the Financial Planners Association, Julie Berry will be stepping down as chair in November. Berry, who began her three-year tenure in 2007 has decided not to put herself forward for re-election at the annual general ...

Industry assoc review goals and growth

RUTH LIEW  |  FRIDAY, 24 SEP 2010
... Could the industry benefit from "economies of scale" through a merged ASFA-AIST, or in the financial planning sector, Association of Financial Advisers and Financial Planning Association? Pauline Vamos, chief executive of ASFA, said "there is no doubt ...