AI

Funds management

LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue. ...

Financial planning

Advice technology solution intelliflo has launched an integration with fintech firm FAYBL to introduce AI capabilities across the intelliflo office offering to boost effi...

Financial planning

WT Financial managing director Keith Cullen has become the latest advice licensee to describe how artificial intelligence is transforming its business as well as plans fo...

Financial planning

While the number of financial services staff using AI has almost doubled in the last year, two surveys have revealed that fast-paced AI adoption has led to governance gap...

Funds management

Several wealth management companies have been shortlisted in the second annual Australian AI Awards program, which champions individuals and organisations pioneering Aust...

Financial planning

Advancing research on the use of artificial intelligence in financial services, AMP has announced a strategic partnership with UNSW Sydney. ...

Financial planning

Iress has appointed a chief AI officer to spearhead the fintech’s strategic focus on AI, with chief executive Marcus Price describing how the technology opens the doors t...

Financial planning

Financial advisory firm Yarra Lane has launched a robotic process automation consulting service, in association with outsourcing specialist Vital Business Partners. ...

Financial planning

Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions. ...

People & Products

Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards....

Financial planning

With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...

Funds management

Artificial intelligence is not ready to replace high-level human decision making and the industry is being hampered by data commercialisation, according to a panel....

Funds management

Robotics, automation and artificial intelligence are still at the early stages investment wise and will be a long-term trend, according to ROBO Global....

Superannuation

More than $380,000 has been confirmed as having been channelled to a major employer group by major industry fund, AustralianSuper. ...

Funds management

The fund would give investors access to the “defining technology of our time” via its investment in artificial intelligence products. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

4 days 15 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

3 weeks 4 days ago
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