FPA down to final two for Bloch's replacement
|
The Financial Planning Association’s (FPA) hunt for a new chief executive appears to be nearing the final stages.
FPA chair Julie Berry has indicated the association now has a final shortlist of two candidates for the role.
The job has been vacant since Easter when former chief executive Jo-Anne Bloch relinquished the role to take up a position with Mercer.
Meanwhile potential merger discussions between the FPA and smaller, competing industry group the Association of Financial Advisers (AFA) appear to have stalled.
AFA chief executive Richard Klipin said there had been some preliminary conversations but said it was a ‘watch this space’ issue. Meanwhile FPA chair Julie Berry said there had been no further dialogue on the matter. Initial, informal discussions regarding a potential merger took place last month following prompting from dealer group Matrix Planning Solutions.
Recommended for you
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.