Equity Trustees implements Australian-first AI content compliance system

From

Equity Trustees has an Australian first with the implementation of Artificial Intelligence (AI) that enables seamless streamlining of compliance requirements across written text, audio, video and images. Australia’s leading trustee... Read more continue reading

Surge in online investing driven by young investors and bullish sentiment

From

Investment Trends has released the 30th semi-annual edition of its 2024 Australia First Half Online Investing Report, revealing critical insights into the evolving landscape of online investing and identifying significant... Read more continue reading

Mental overload often results in poor investor decisions: Advisers are key role to overcoming investor biases

From

Investors often rely on mental shortcuts and biases to manage their investments but these can result in poor decision-making and behaviour that can have a long lasting impact on their finances;... Read more continue reading

The three keys to attracting your successors – and attract the talent

From

It is one thing to attract talent to your firm, it is quite another to attract successors with the right talent though.  Many financial advisory firms see the need to... Read more continue reading

UBS introduces framework to size and seize the AI investment opportunity

From

The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace. In its... Read more continue reading

CPD: Contemporary challenges in ethics and financial advice

From

Businesses across all industries are beset with challenges. This article, proudly sponsored by GSFM, investigates a range of contemporary challenges that financial advice businesses and how those challenges might impact... Read more continue reading

Household wealth rises to record over $16 trillion, spurred on by property

From

Australians are stockpiling their wealth in residential property, with new data[1] showing around two-thirds of household wealth is now held in bricks and mortar, a proportion which has increased overt time as... Read more continue reading

Values as important as goals

From

Values are as important to clients as goals, according to AstuteWheel, and the evidence is in plain sight. ‘A recent report by the Responsible Investment Association Australasia, for example, reveals... Read more continue reading

CPD: Emerging Markets equity – powering the AI revolution

From

As Artificial Intelligence evolves, it has the potential to be transformational for Emerging Markets (EM) through the advancement of economic development, by disrupting industries and, in some cases, by leading... Read more continue reading

Global research highlights opportunities for Australia to improve financial literacy initiatives

From

New research commissioned by Ecstra Foundation shows that many countries, including Australia, continue to grapple with how to improve financial literacy in the face of economic and social headwinds. The... Read more continue reading