E&P Financial appoints new CFO as Hill steps down

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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?

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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

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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

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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

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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

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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

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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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