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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Count network expands with former Insignia advice firm

insignia financial Countplus M&A South Australia rural

A former Insignia advice firm Murray Nankivell, specialising in providing advice in regional South Australia, has joined the Count licensee.

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Candidates react to ‘tough’ new advice exam structure

financial adviser examination exam ASIC professional year graduate

With the first financial adviser exam of the year under the new structure held on 26 March, candidates have described it “tough” despite changes – meaning questions are multiple-choice.

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FAAA warns of ‘significant extra work’ from QAR fee change

quality of advice review financial advice Sarah Abood

FAAA chief executive, Sarah Abood, has warned changes in first tranche of the QAR legislation around advice fees documentation could create more work for advisers rather than less.

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