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Showing 21 - 30 of 96 results for anne bloch

Advisers must gravitate from engagement to guidance: Mercer

BEN COLLINS  |  MONDAY, 3 DEC 2012
... 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 ...

Mercer super members seek help in volatility

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... 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 ...

Forget brand and choices, members want performance

ALEX DUNNIN  |  THURSDAY, 11 NOV 2010
... 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 ...

FPA appoints Rantall to top job

MICHAEL HOBBS  |  WEDNESDAY, 5 MAY 2010
... 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 ...

Commission on risk products should continue: FPA

COMPANY RELEASE  |  WEDNESDAY, 17 MAR 2010
... 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 ...

Advisers to boost political clout

RUTH LIEW  |  MONDAY, 8 MAR 2010
... 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 ...

FPA launches anonymous reporting service

COMPANY RELEASE  |  FRIDAY, 26 FEB 2010
... 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 ...

FPA loses chief

MICHAEL HOBBS  |  WEDNESDAY, 10 FEB 2010
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 ...

Clearview technical manager jumps to FPA

COMPANY RELEASE  |  WEDNESDAY, 20 JAN 2010
... 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 ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... 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.