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Showing 1 - 10 of 7688 results for "Know"

Retirement confidence lags as investors turn to AI

VINNY VUCAGO  |  WEDNESDAY, 23 SEP 2026
Retirement has emerged as a central concern for investors globally, but a lack of confidence and financial literacy is keeping many savers on the sidelines, according to Amundi's latest global investor study. The third edition of Amundi's Decoding ...

AI overtakes superfunds for investor education

VINNY VUCAGO  |  TUESDAY, 22 SEP 2026
... national score of 63 out of 100 isn't disastrous, it's nowhere near where we need to be as a country," Zaika said. "We know that Australians want to take control of their financial future. We can see that in the growth of SMSFs. Many people are ...

Active strategies a different story in ETFs: MSCI

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
Despite continuous underperformance from active fund managers in recent years, MSCI's new report highlights the sentiment is drastically different when it comes to actively managed exchange-traded funds (ETFs). Australian advisers are increasing their ...

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ...

4D Infrastructure moves to Perennial

VINNY VUCAGO  |  WEDNESDAY, 16 SEP 2026
4D Infrastructure will not be joining the other Bennelong Funds Management affiliates that have been sold off to Antipodes Partners and will instead move to Perennial Partners. Perennial will take a shareholding in the business for an undisclosed sum. ...

Australian Fiduciaries auditor suspended for three years

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
Queensland-based Australian Fiduciaries' auditor Cameron Bradley, formerly a partner of PKF Brisbane Audit, has been suspended for three years by the Companies Auditors Disciplinary Board (CADB) until 30 June 2028. The board found Bradley failed ...

Regulatory reform omnibus bill passage trims CSLR levy disallowance period, payouts

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
... acknowledge that too," Kee said. "Victims shouldn't get through one hurdle only to find another one waiting for them. We know there are a lot of claims coming. The CSLR needs to be able to flag the need for funding earlier, rather than waiting until ...

SIAA calls for fresh talent amid advice demand

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association ...

End of an era as Bowater leaves Frontier

MICHELLE BALTAZAR  |  THURSDAY, 10 SEP 2026
Industry veteran Kim Bowater is leaving Frontier Advisors after 24 years, marking the departure of one of the asset consultant's most senior figures. The director of consulting started at Frontier in 2002, climbing the ranks to reach the firm's ...

Netwealth recruits AI expert to boost in-house advice tech

RIDDHIMA TALWANI  |  THURSDAY, 10 SEP 2026
... trust of advisers and their clients in those tools, are critical to addressing this need," Giorgio added. "For advisers, we know that capacity needs to move beyond personal productivity to scale. We also know that AI and data can be applied to create ...
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