E&P Financial appoints new CFO as Hill steps down

E&P Financial Group e&p Dixon Advisory appointment

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally.

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CSLR underestimating future financial advice firm failures

CSLR complaints AFCA Wealth Data Colin Williams financial advice

Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate.

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Could the advice profession return to 25k advisers?

financial advice adviser numbers superannuation funds financial advisers

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future.

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Meet the Manager: Christopher Chen of American Century Investments

American Century Small caps equities global equities Chris Chen

In the latest Meet the Manager profile, Money Management speaks with Christopher Chen, senior investment director, Asia-Pacific, at American Century Investments.

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AZ NGA hires HUB24 exec in newly created role

AZ NGA hires HUB24

Professional services firm AZ NGA has bolstered its executive team with the creation of an executive general manager role, who will join from HUB24 in July.

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BT appoints chief product officer from Macquarie

BT macquarie platforms BT Panorama

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”.

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Former Sydney adviser charged with dishonest conduct

ASIC Sydney financial advisers

Former Sydney financial adviser, David Valvo, has been charged in court with 12 counts of dishonest conduct.

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Embracing AI data transformation in asset management

artificial intelligence KPMG State Street asset managers

KPMG and State Street have identified six areas where asset managers will see the greatest benefit from introducing artificial intelligence as it finds those which do so are seeing higher revenue growth and customer satisfaction.

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‘No closed doors’: Abood reflects on first year of FAAA

FPA AFA Sarah Abood financial advice quality of advice review

One year since the FPA and AFA merged, Money Management speaks with FAAA chief executive Sarah Abood on what the combined organisation’s advocacy has accomplished.

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First CSLR Dixon compensation to be paid by EOFY

CSLR AFCA Dixon dass

The Compensation Scheme of Last Resort has officially launched with 11 claims in the first levy period expected to be paid by 30 June 2024, one of which relates to Dixon Advisory.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

4 days 14 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 3 days ago