FPIA names first CEO
Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA).
Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA).
Matthews, currently vice-president of the FPIA, will move from Auckland to take up the Wellington-based position in November this year.
FPIA president Andrew Charles says Matthews is in the process of resigning as vice-president and is likely to sell his planning practice to focus on the new full time posi-tion.
Charles announced the FPIA’s intention to appoint a permanent CEO for the organi-sation at the annual conference in July this year following the agreement by several fund managers to fund the position for three years.
“We’re in a position to make this appointment thanks to the sponsors: AMP, BT Funds Management, Sovereign, AXA, Royal and SunAlliance and Armstrong Jones,” Charles says.
He says the new CEO will aim to increase membership, build better relations with government departments, improve the education process and raise the public profile of the FPIA.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.