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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