Are financial advisers ‘at risk’ from AI disruption?

artificial-intelligence/Adviser-Ratings/MLC-Asset-Management/insignia-financial/insignia/

| By Jasmine Siljic |

Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role, rather than replace them.

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artificial intelligence

Adviser Ratings

MLC Asset Management

insignia financial

insignia

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Government flags $10m provision for ASIC greenwashing enforcement

ASIC/APRA/greenwashing/sustainability/responsible-investment/

| By Laura Dew |

Funds management

The latest budget papers have outlined a $10 million provision for ASIC greenwashing enforcement activity as well as funds for a sustainable labelling regime to be partially met by industry levies.

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responsible investment

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Iress investigation finds breach affected OneVue

OneVue/platforms/iress/cyber-security/

| By Laura Dew |

Funds management

Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Taking an active approach to credit investment

equity-trustees/credit/active-management/

| By Jasmine Siljic |

Funds management

Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class.

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equity trustees

credit

active management

AUTHOR

Jasmine Siljic

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Cash weightings drop to 3-year low as allocators switch to bonds

Bank-of-America/fixed-income/bonds/inflation/RBA/interest-rates/

| By Laura Dew |

Funds management

The latest monthly Bank of America global fund manager survey has found investors are starting to shift cash into bonds as cash allocations reach a three-year low.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Chalmers hands down 2024–25 budget

Superannuation/federal-budget/Jim-Chalmers/treasury/inflation/wages/

| By Laura Dew |

Policy & Regulation

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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How can advisers hyper-personalise their client offerings?

financial-advice/EY/wealth-management/

| By Jasmine Siljic |

Financial planning

Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between client segments.

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financial advice

wealth management

AUTHOR

Jasmine Siljic

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Expect digital advice to prompt return of banks

BetaShares/banks/siaa/Stephen-Jones/

| By Laura Dew |

Financial planning

Betashares chief executive, Alex Vynokur, believes technology advancements will enable banks to return to financial advice in the future as the need for advice is greater than ever.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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ASIC bans Melbourne adviser over super transfer inducement

financial-advice/financial-advisers/banning/

| By Staff |

Financial planning

The corporate regulator has permanently banned a Melbourne-based financial adviser who “dishonestly attempted to induce clients to transfer their superannuation into a bank account he controlled”.

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financial advice

financial advisers

banning

AUTHOR

Strong adviser recruitment prompts Centrepoint earnings upgrade

centrepoint-alliance/licensees/john-shuttleworth/AFSL/

| By Laura Dew |

Financial planning

Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Advice Matters.

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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Are financial advisers ‘at risk’ from AI disruption?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Government flags $10m provision for ASIC greenwashing enforcement

AUTHOR

Laura Dew

Laura 's social profiles:

Iress investigation finds breach affected OneVue

AUTHOR

Laura Dew

Laura 's social profiles:

Taking an active approach to credit investment

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Cash weightings drop to 3-year low as allocators switch to bonds

AUTHOR

Laura Dew

Laura 's social profiles:

Chalmers hands down 2024–25 budget

AUTHOR

Laura Dew

Laura 's social profiles:

How can advisers hyper-personalise their client offerings?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Expect digital advice to prompt return of banks

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC bans Melbourne adviser over super transfer inducement

AUTHOR

Strong adviser recruitment prompts Centrepoint earnings upgrade

AUTHOR

Laura Dew

Laura 's social profiles:

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