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
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.
