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Showing 11 - 20 of 631 results for "Learning"

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
... perceive clients who consult an AI adviser as "less competent". Research author associate professor Gerri Spassova said learning a client has sought AI advice decreases the adviser's motivation to work with that client. Importantly, this effect persists ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... place. They understand the need to have a more open conversation with clients," he says. However, there's still a learning curve that needs to be overcome to help clients truly understand the structures available to them. "... to not rely solely ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

Top investment teams built on diverse views, transparency

KARREN VERGARA  |  MONDAY, 9 MAR 2026
... teams, both for companies she is analysing and within her own team. "I believe you want a culture of trust, openness, learning, and respect. Trust that I can ask my team to complete a task, and they will do it to the best of their ability, not cutting ...

TAL to create Pathways for simpler mental health claims

MATTHEW WAI  |  TUESDAY, 3 MAR 2026
... Stratton said. "This project is not about testing a single solution. It is about co-designing tools with customers and learning from their experiences to ensure future processes are designed to support autonomy, informed decision-making and active participation ...

CBA updates on class actions, governance review

ELIZA BAVIN  |  WEDNESDAY, 11 FEB 2026
... inherent tensions, including protecting its organisational reputation while pursuing growth an innovation, balancing a learning culture with consequence management, and settling effective guardrails without becoming overly prescriptive and removing g ...

Genetic testing ban may drive up insurance cost, premiums: FAAA

KARREN VERGARA  |  WEDNESDAY, 28 JAN 2026
... his female relatives, who now know they face higher risks of breast and ovarian cancer and have begun getting tested. Learning about these elevated risks has motivated Ben to adopt risk-reducing strategies," he said. The FAAA also raised concerns about ...

MA Financial backs FundBox's Australian expansion with $100m facility

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
... scalable platform, and we look forward to supporting the firm's growth in the Australian market." FundBox uses machine learning to help simplify the financing approval process, offering fast funding decisions with price transparency. Its proprietary ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... inception, more than 2300 professionals have graduated from the SSA course. Responding to the need for a more guided learning pathway, the SMSF Association recently introduced a cohort-based model featuring six 12-week intakes per year, to keep the course ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... consistent client outcomes. The incoming national practice manager said Ord Minnett had been clear about the importance of learning and development in a fast-changing market, and that the role provided an opportunity to help advisers build their skills ...