RIAA launches toolkit to understand AI risks

ASIC/RIAA/artificial-intelligence/financial-advice/ESG/

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence.

Read more about:

AUTHOR

Advice licensee CEO to depart after six years

Link-Group/Link-Advice/AFSL/ceo/

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures.

Read more about:

AUTHOR

How a global initiative is helping with net zero transition

FTSE-Russell/lseg/decarbonisation/ESG/resources/

With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment.

Read more about:

AUTHOR

AMP Advice launches tailored managed portfolio range

amp/amp-north/AMP-advice/managed-accounts/blackrock/lonsec/

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products.

Read more about:

AUTHOR

Advice critical to mitigating retirees’ inflation fears

challenger/inflation/retirement/retirement-savings/financial-advice/

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retirees’ portfolios.

Read more about:

AUTHOR

Three SOA failures lead to latest FSCP decision

FSCP/ASIC/statement-of-advice/Superannuation/insurance/

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP.

Read more about:

AUTHOR

The role of alternatives in modern portfolios

UBS-Asset-Management/alternative-assets/portfolio-construction/Alternatives/

The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management.

Read more about:

AUTHOR

The long-term danger of one-off superannuation withdrawals

medical/superannuation-funds/financial-advice/Yarra-capital-management/Tim-toohey/

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.

Read more about:

AUTHOR

How are advisers using AI to improve client experience?

artificial-intelligence/Adviser-Ratings/technology/financial-advice/

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.

Read more about:

AUTHOR

Insignia looks to asset manager for board hire

insignia-financial/Jodie-Hampshire/Russell-Investments/boards/

Insignia Financial has appointed the former APAC head of a global asset manager to its board.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 1 week ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

3 weeks 1 day ago
moneymanagement logo