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.
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
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...