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| | | Artificial intelligence (AI) is delivering productivity gains across financial advice, but only 7% of practices have embedded the technology across most of their workflows, research from Iress has found. Research by Iress and Signal Advisory, drawing ... |
| | | | ... and InvestSense. At Trellia, Barclay will lead 'onboarding and transition management for new practices, and work with advice businesses to build capacity, adopt technology and AI, and pursue growth opportunities', the group said in a statement. ... |
| | | | ... returns. "AMP Super was recently awarded an Epic Retirement Tick by Chant West, recognising the strength of its products, advice, services and support for members approaching and living in retirement. The launch of the new AMP Super app, earlier this ... |
| | | | ... represented almost four in 10. Demand for guidance is also increasing, with 37% of investors planning to seek financial advice over the next year, compared with 32% in 2023. Among younger investors, that proportion rose to 46%. Stockbrokers and Investment ... |
| | | | ... from end to end, make it easier for members and employers to deal with us, strengthen our products, service, guidance and advice, and use data more effectively to anticipate and respond to members' needs. "I am excited about Equip Super's future ... |
| | | | ... appoint a receiver to investigate the sale of InterPrac to Conquest, saying it had concerns over what it may mean for the advice group's creditors. In May, that deal fell through amid ASIC raising red flags. In July, the Federal Court granted ASIC ... |
| | | | ... group chief executive Neil Younger says under the current model the responsibility ultimately finds its way back to the advice licensee, which then has to remediate within its capacity, generally supported by professional indemnity insurance. "What Dr ... |
| | | | ... to the consultation. SMC said while it "strongly supports" the existence of the CSLR, and recognises the growing cost on advice firms who did not cause the losses, millions of Australians should not be forced to cross-subsidise a bigger share of the ... |
| | | | ... in the carrying on a financial services business in relation to three businesses and provided personal financial product advice to four consumers. This was between June 2022 and December 2024. On October 13, Nesseim was charged with seven offences of ... |
| | | | ... and artificial intelligence (AI) strategy. Strydom will focus on helping advisers deliver more tailored and consistent advice as clients' needs become increasingly sophisticated. Chisholm said delivering high-quality advice increasingly depends on ... |
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