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Showing 871 - 880 of 982 results for "Financial Planning Association"

FPA preps members on conflicts of interest principles

... many financial planners are putting their own paycheque before their clients' best interests, the Financial Planning Association (FPA) has issued a guide designed to help their members manage potential conflicts of interest. The four key principles for ...

FPA announces Value of Advice Awards 2006

The Financial Planning Association (FPA) has announced the winners of the inaugural Value of Advice Awards 2006. There are four main categories namely 'wealth accumulation', 'post-retirement planning and management', 'low income planning' and 'pre-retirement ...

FPA CEO formally signs on

HAMISH MADDEN  |  WEDNESDAY, 14 JUN 2006
The Financial Planning Association (FPA) announced that Jo-Anne Bloch has formally stepped into the role of chief executive officer after her appointment was announced in March. Bloch anticipates spending her first few weeks looking at policy issues ...

Associations need to raise standards themselves: Pearce

KATE HAGE  |  TUESDAY, 16 MAY 2006
... associations to take raising standards into their own hands. Opening the financial planning week for the Financial Planning Association (FPA) yesterday, Pearce said the industry was best left to self-regulation within the existing legal framework. "While ...

FPA opens membership door to individual CFPs

KATE HAGE  |  MONDAY, 15 MAY 2006
The Financial Planning Association (FPA) has opened up their membership to more financial planners by finally doing away with the requirement that their members work for an FPA-affiliated dealer group. The restriction, that previously meant any certified ...

FPA stops short of backing member calls

KATE HAGE  |  MONDAY, 8 MAY 2006
The Financial Planning Association (FPA) has stopped short of backing member calls for a shift towards offering consumers the choice of fee for service, instead supporting what it calls an "advice-based" fee model. FPA chairman, Corinna Dieters, said ...

Industry groups ecstatic over red tape rationalisation proposals

ALEX DUNNIN  |  MONDAY, 10 APR 2006
... said, "These reform recommendations are overwhelmingly positive, necessary and welcome." Even the Financial Planning Association (FPA) has joined the chorus. "The consultation paper has the potential to result in quantum improvements in the operation ...

FPA begins Westpoint investigation

Twenty-three separate complaints have been received by The Financial Planning Association (FPA) against possible members who advised clients on Westpoint investments, triggering the organisation to begin investigations. FPA chairman, Corinna Dieters ...

FPA appoints new CEO

The Financial Planning Association (FPA) has appointed a new CEO to replace Kerrie Kelly who departed on 3 March. Jo-Anne Bloch, formerly deputy CEO of the Investment and Financial Services Association (IFSA) from 2002-04 and most recently principal ...

FPA appoints interim management following Kelly's departure

The Financial Planning Association (FPA) has farewelled outgoing CEO, Kerrie Kelly, and looked internally to appoint interim managers to oversee the group's direction. Andrew Miles, chief operating officer (COO) will assume responsibility for the organisation's ...