Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challenger.

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.

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.

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.

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

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

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.

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

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

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.