ARTIFICIAL INTELLIGENCE
Financial planning
EY has broken down which uses of artificial intelligence are presenting the most benefits for wealth managers as well as whether it will impact employee headcounts....
Financial planning
CFS has formed a strategic partnership with the University of Sydney to support the responsible development of AI solutions in the wealth management sector....
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
Global wealth management platform FNZ has reached US$2 trillion in assets on its platform as it launches an Advisor AI solution to improve adviser productivity....
Financial planning
Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its advice division, and is looking to AI for future...
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...
Funds management
Innovations in artificial intelligence are continuing apace with China leading global development, according to Betashares investment strategist Hugh Lam....
Financial planning
FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...
Funds management
The global investment market is looking to China as a roadmap to success, as the nation pioneers technological development in AI and robotics, Australia-China Relations I...
Financial planning
Submissions and nominations are now open for the Australian AI Awards 2025 – submit now to be recognised for excellence. ...
Funds management
Australia’s financial services sector is a clear frontrunner for the integration of AI, PwC findings reveal, with these skills becoming more democratised across the broad...
Financial planning
The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological di...
Funds management
Hedge fund manager Minotaur Capital is taking an AI-led approach to sourcing investment opportunities, comparing the adoption of AI to that of Microsoft Excel in the 1990...
Financial planning
The number of advisers currently using or planning to use artificial intelligence in their practices has risen substantially to almost three-quarters of firms, according ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...