Articles tagged with 'Jo-Anne-Bloch'

FPA positions on insurance commissions

09:55 AM | The FPA Board has re-stated its belief that commission payments to advisers on the sale of insurance products should continue, saying a shift to fee-for-service in this area would make insurance unaffordable for consumers.


FPA turns a new leaf

1 March 2010 | A change in the FPA leadership may be for the better, writes Mike Taylor.


FPA launches confidential reporting facility

26 February 2010 | The Financial Planning Association (FPA) has officially launched its anonymous reporting facility, FPA Confidential.


Money Management 4minutes

06:00 AM | The only dedicated multimedia news bulletin for the financial advice industry. 7 days of news in under 4 minutes. Proudly sponsored by Macquarie.


FPA Job Board receives 'outstanding' support

15 February 2010 | The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-Anne Bloch.


FPA Fellow Awards nominations open

15 February 2010 | The FPA is calling for nominations for its 2010 Fellow Awards, which recognise outstanding commitment to the industry.


Consequences of RG 126 still to be felt

12 February 2010 | Increased ASIC standards regarding PI insurance are expected to lead to higher premiums, but the full effects may not be evident for some time.


FPA chief resigns

10 February 2010 | The chief executive of the Financial Planning Association, Jo-Anne Bloch, has resigned, with the smart money on her filling a long-standing vacancy at Mercer.


FPA accused of not consulting educators

18 December 2009 | The FPA has been criticised for not consulting with the wider tertiary education sector before going ahead with the release of its education consultation paper.


CFP ranks continue to grow

18 December 2009 | A further 122 FPA members pass final CFP program examinations.


The year in review: The steady road forward

14 December 2009 | With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch.


Migrating members flock to AFA

10 December 2009 | The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of members.


Ripoll Inquiry: The review saga begins

7 December 2009 | The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findings of the Cooper and Henry reviews.


ASIC should take a back seat

3 December 2009 | The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial planning industry, according to the chief executive of the Financial Planning Association (FPA), Jo-Anne Bloch.


Next generation of financial planners waits in the wings

27 November 2009 | Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett.


FPA's Fitzpatrick goes to ASIC

26 November 2009 | Financial Planning Association (FPA) executive Gerard Fitzpatrick is leaving the industry organisation to take up a role with the Australian Securities and Investments Commission (ASIC).


Ripoll recommends a moderate reform path

23 November 2009 | The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendations in its report tabled in parliament tonight.


FPA unveils anonymous misconduct reporting system

20 November 2009 | The Financial Planning Association has announced the implementation of FPA Confidential, an online anonymous reporting system, in its effort to tackle misconduct in the industry.


FPA considering tertiary education minimum

16 November 2009 | The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level.


Consolidation of dealer groups inevitable: Bloch

12 November 2009 | Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a single planner compared to around $50,000 for a larger group.


Advice tops employee benefit wish list

12 November 2009 | Financial advice is now rated as the most valuable employee benefit, particularly among people over 50, according to Mercer's David Anderson. Meanwhile, FPA chief Jo-Anne Bloch has called for an end to the remuneration debate.


Master trusts and wraps: Regulatory ripple effect

9 November 2009 | Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up and down the value chain, writes Mike Taylor.


FPA formalises shift away from commissions

23 October 2009 | FPA Board endorses commissions shift.


Product providers face payments scrutiny

8 October 2009 | The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial Services Association (IFSA) and Financial Planning Association (FPA) code on payments.


Capstone gears for remuneration changes

15 September 2009 | Captstone has conducted a national survey to determine how remuneration changes will impact planning practices within its network.


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1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
58%
 
2%
 
40%

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