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Financial planning
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....
Financial planning
The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting ...
Funds management
It is a question of “how” rather than “if” asset managers will integrate artificial intelligence, according to Mercer, with 90 per cent of managers already using it or pl...
Financial planning
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of pro...
Financial planning
Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used ...
People & Products
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards....
Financial planning
ASIC has conducted a report into how AFSLs are starting to use artificial intelligence in their practices and possible areas where they could come unstuck from a governan...
Financial planning
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that...
Financial planning
A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...
Financial planning
The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...
Funds management
A new Global X report has highlighted artificial intelligence, regional pockets of investor interest, and strong fixed income momentum as three areas to watch in the ETF ...
Financial planning
An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....
Financial planning
Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management. ...
People & Products
Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the...
Funds management
Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months....
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MARKET INSIGHTS
Podcast
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...