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| | ... advice well in order to succeed, thanks especially to technology, and intra-fund advice in superannuation, said Jo-Anne Bloch, financial advice leader, Mercer. Consumers have always wanted simple feedback, but the industry has in some cases become used ... |
| | | ... rose by 30% over the past fortnight. Surprisingly, Mercer's financial advice division did not match these numbers. Jo-Anne Bloch, Financial Advice leader at Mercer told Financial Standard its financial advisers have communicated regularly to all their ... |
| | | ... government proposals designed to boost efficiency in the superannuation sector, the survey is a massive wake-up call. Jo-Anne Bloch, Mercer partner and financial advice leader who is the former chief executive of the Financial Planning Association, said ... |
| | | ... Certification Committee and will officially take over the chief executive role from Deen Sanders in July this year. Jo-Anne Bloch, who was chief executive for three years at the FPA, resigned in February to become member services and advice leader at ... |
| | | ... from product manufacturers, cannot reasonably be applied without potential consumer detriment. FPA chief executive, Jo-Anne Bloch said the FPA considered the barriers to changing risk products to a fee-for-service basis and felt that the cost of advice ... |
| | | ... Forum, chaired by Brad Butler CFP, and the Medium to Large Principal Forum. In response to the AFA LLF initiative, Jo-Anne Bloch, chief executive of the FPA, said: "Unlike the AFA, the FPA's principal members are also committed to the FPA through contractual ... |
| | | ... Financial Planning Association (FPA) has launched its confidential misconduct reporting facility, FPA Confidential. Jo-Anne Bloch, chief executive at the FPA, said the system, which was developed in conjunction with Deloitte Touche Tohmatsu, would allow ... |
| | | Jo-Anne Bloch, chief executive of the Financial Planning Association (FPA), has resigned - a decision that took the FPA by surprise. Bloch spent three years as chief executive at the FPA. During this time she led the revamp of its professionalism framework ... |
| | | ... technical services manager Dante De Gori as general manager policy and government relations. FPA chief executive, Jo-Anne Bloch, said De Gori has participated in numerous FPA Committees, most recently as chair of the FPA's Technical Committee. "Dante ... |
| | | ... Australians. Our winners demonstrated extra care in their service delivery that clearly impressed the judging panel," said Jo-Anne Bloch, chief executive at the FPA. |
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