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Showing 661 - 670 of 950 results for "FPA"

Fee-for-service products gain pace

ELISE BURGESS  |  FRIDAY, 12 NOV 2010
... planners handle the transition.E&W Strategic Partners, a boutique business strategy and improvement consultancy, has developed an FPA-accredited handbook as a transition tool for planners moving towards fee-for-service. The Fee-For-Service Handbook includes ...

FPA appoints three directors

FPA RELEASE  |  WEDNESDAY, 13 OCT 2010
... McIntosh, who stood in as an appointed director in June 2010 to replace Rob Pedersen, will step down. Julie Berry, chair of the FPA board, will also end her term at the AGM. Matthew Rowe, current deputy chair of the FPA, will begin his role as chair ...

Planner associations at different stages globally

ELISE BURGESS  |  TUESDAY, 12 OCT 2010
The issue of whether Australian financial adviser associations should be doing more for their members and how they 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. ...

ASIC tightens noose on managed inv schemes

JOHN MCDULING  |  FRIDAY, 8 OCT 2010
... 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 and ...

Female planners paid less

ELISE BURGESS  |  FRIDAY, 1 OCT 2010
... benefits, job characteristics and functions, retention and turnover rates for 22 financial positions nationwide. The Australian FPA said that they currently do not commission such reports to assess the Australian market and have no immediate plans for ...

FPA chair to step down in November

JOHN MCDULING  |  MONDAY, 27 SEP 2010
... November. Her current deputy, certified financial planner Matthew Rowe, has been confirmed as chair elect. Last week, the FPA revealed that an unprecedented number of nominations had been received for the its Board elections in November following the ...

Industry assoc review goals and growth

RUTH LIEW  |  FRIDAY, 24 SEP 2010
From ASFA to AIST and SPAA, FPA to the AFA - there are more than 40 associations representing the financial services sector, prompting industry professionals to question the need for multiple associations, and whether mergers should be on the cards. ...

Mistaken identity on term deposits

ELISE BURGESS  |  MONDAY, 13 SEP 2010
... planners need greater education on term deposits according to research - but the chair of the Financial Planning Association (FPA) questions some of the research assumptions and said planners are already 'well trained' in the correct use of term deposit ...

Let the lobbying begin

JOHN MCDULING  |  WEDNESDAY, 8 SEP 2010
... what the government's agenda on superannuation might be. Deen Sanders, spokesperson for the Financial Planners Association (FPA), said the result was a "game changer", adding that the FPA will need to establish a wider dialogue, not just with the Independents ...

Rainmaker unveils winners of the 2010 Marketing Excellence Awards

MICHELLE BALTAZAR  |  FRIDAY, 27 AUG 2010
... based on the verdict of a judging panel made up of the heads of marketing at Russell Investments, CFS GAM, CommInsure, the FPA, Honner Media and Rainmaker. TWU's 'super tips for any age' campaign led to a phenomenal 45 per cent increase in worksite visits ...