CPD: The adviser’s fiduciary duty in an ethical practice

From

It is both a legal and ethical requirement for financial advisers to fulfil their fiduciary duty to their clients. This article, proudly sponsored by GSFM, explores the importance of the... Read more continue reading

intelliflo launches trust modelling to improve cashflow management, customer oversight 

From

intelliflo, the global cloud-based technology solution for financial advisers, has released trust modelling capabilities within its intelliflo office software as its latest localised enhancement for Australian customers. The comprehensive update allows advisers to... Read more continue reading

Fintech payments innovation delivers $9 billion benefits to small businesses

From

Small businesses have been among the biggest beneficiaries of the transition to fintech-powered modern payments systems, with the average benefits across all fintech solutions totalling $9 billion as a result... Read more continue reading

Navigating the AI revolution: 2025 AI outlook

From

AI-related stocks led the market’s rally from 2022’s lows to repeated record highs in 2024. The outlook for 2025 is more nuanced, as the initial unbridled enthusiasm for AI-related stocks... Read more continue reading

Acadian examines what management behaviour signals to investors

From

Investors should pay closer attention to management quality and corporate governance in 2025 to ensure they are not caught off guard by the misbehavior of CEOs and senior executives, which... Read more continue reading

CPD: Artificial intelligence and ethics in the advice practice

From

The integration of tools driven by artificial intelligence (AI) into financial advice practices will transform the industry. This article, proudly sponsored by GSFM, explores the ethical implications of using AI... Read more continue reading

Prepare now: five financial steps to weather any disaster

From

As temperatures rise, Australians are bracing for potential disasters – from bushfires in the south to cyclones in the north. While most preparations focus on ensuring personal safety and protecting... Read more continue reading

intelliflo delivers 138 customer-driven product enhancements to improve adviser efficiency, advice experience 

From

intelliflo, the global cloud-based technology solution for financial advisers, has delivered 138 updates through its Customer-Inspired Change Program in the past year, highlighting intelliflo’s commitment to shaping its technology in line... Read more continue reading

Arca welcomes Parliamentary report on financial abuse and calls for greater industry collaboration

From

The industry association says there is an opportunity to uplift industry practice, and drive greater consistency in how financial institutions engage with individuals who suffer financial abuse. Arca, the peak... Read more continue reading

Australian investors benefit from adviser use of model portfolios, State Street Global Advisors new research reveals

From

State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today released the results of its Model Portfolios: Adaptive Solutions for Advisory Growth research, revealing investor awareness and... Read more continue reading