Winners unveiled for Australian AI Awards 2024

artificial intelligence wealth management awards AI

Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.

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Aussie mortgages grow appealing with supportive conditions

RMBS fixed income

Reflecting Australia’s love of property, Perpetual’s head of fixed income Vivek Prabhu believes Australian residential mortgage-backed securities are emerging as a high-quality asset to include in client portfolios.

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Bond ETFs touted as ‘efficient gateway’ to resilient portfolios

fixed income bonds

Janus Henderson has detailed how advisers can utilise these fixed income offerings to help clients achieve financial stability.

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Federal Court gives verdict on Dixon Advisory director Ryan

Dixon Advisory Dixon ASIC court

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties.

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Thriving in the ‘brave new world of advice’

Adviser Ratings financial advice client engagement technology

As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession.

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Specialist network an ‘absolute must’ for advisers

viridian accountancy specialist financial advice

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly complex client needs.

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Are advisers missing out on managed accounts’ full potential?

netwealth managed accounts financial advisers

Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can offer to advisers.

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FAAA signs MOU with FPSB India to ease adviser shortage

fpsb India Sarah Abood

Formalising its arrangement to bring international advisers to Australia, the FAAA has signed an international memorandum of understanding with FPSB India.

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Transparent promotion frameworks vital in financial services

women in finance WIFS gender equality gender diversity T Rowe Price

A global investment management firm executive has called for standardised promotion policies to close the “gendered promotion gap”.

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RBA announces latest rate call

RBA interest rates central banks monetary policy

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 11 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 6 hours ago