2005 Top Ten Most Influential - Introduction
In our fifth annual list of the Top 10 Most Influential people in the financial services sector, Money Management highlights the achievements made by individuals over the last 12 months. Compiled by the team at Money Management, and based on nominations made by the industry, this year’s list may hold a few surprises, as well as repeat appearances from those individuals who continue to make their mark felt. But all have, in their own inimitable way, made a major contribution to financial services over the course of the year.
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While M&A has ramped up nationwide, three advice heads have explored Western Australia’s emergence as a region of interest among medium-sized firms vying for growth opportunities in an increasingly competitive market.
The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year 2025, rebounding from the previous year’s 26 per cent dip.
EY has broken down which uses of artificial intelligence are presenting the most benefits for wealth managers as well as whether it will impact employee headcounts.
Advice licensee Sequoia Financial Group has promoted Sophie Chen as an executive director, following her work on the firm’s Asia Pacific strategy.
