ARTIFICIAL INTELLIGENCE
Financial planning
The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...
Funds management
A new Global X report has highlighted artificial intelligence, regional pockets of investor interest, and strong fixed income momentum as three areas to watch in the ETF ...
Financial planning
An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....
Financial planning
Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management. ...
People & Products
Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the...
Funds management
Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months....
Funds management
Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest...
Financial planning
A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....
Funds management
With video gaming set to see 2.8 billion players next year, VanEck believes the activity will be the latest thematic to outperform, boosted by the use of artificial intel...
Financial planning
ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions....
Financial planning
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 t...
Funds management
Alphinity Investment Management and CSIRO have brought its responsible AI framework to the market, helping investors navigate AI alongside ESG principles....
Financial planning
The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....
Financial planning
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...
Funds management
Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...
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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...