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.
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.
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.
A former Insignia advice firm Murray Nankivell, specialising in providing advice in regional South Australia, has joined the Count licensee.
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.
Franklin Templeton is a global leader in asset management with more than seven decades of experience.
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.
Insignia Financial is holding ‘relatively steady’ onto its rank as Australia’s second-largest financial advice licensee after the Godfrey Pembroke exit but Count is hot on its heels.
