Navigating the new world of financial advice
Underlying shifts in our technological bedrock had fragmented the financial advice landscape. The integration of functional AI had uprooted established service models and represented a fundamental shift in the ways advice was delivered. While this new interplay of technology and experience created opportunities for more personalised, holistic advice, it also harboured unforeseen risks for advisers and clients alike.
Held in June 2025 for its 11th year, the Adviser Innovation Summit prepared attendees to navigate these challenges by facilitating a leading exchange of new technologies and ideas. Developed in deep consultation with financial experts, the agenda interrogated the key political, technological, and social forces that affected the profession.
We will return in 2026. Register your interest today to be the first to know when tickets go on sale.
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....
ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...
So we are now underwriting criminal scams?...
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...