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North unveils innovative AI FileNote assistant for advisers

From AMP

North is paving the way for the next generation of client reviews after launching its file note assistant for advisers, powered by artificial intelligence (AI). As a market-first, North’s AI... Read more continue reading

21 Mar 2025

AI opportunities are expanding in global share markets, though valuations are vulnerable

From Morgan Stanley & SG Hiscock

Businesses are identifying and monetising artificial intelligence (AI), with significant opportunities emerging in select hyperscalers or large cloud service providers, along with IT service companies which advise businesses on how... Read more continue reading

13 Mar 2025

Paradino integrates with intelliflo to deliver real-time AI synchronised file notes

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has today announced a new integration with Paradino, empowering intelliflo office users to seamlessly synchronise AI-generated file notes to improve both efficiency and the client... Read more continue reading

07 Mar 2025

LSEG Risk Intelligence launches global account verification to help finance functions tackle supplier fraud in APAC and EMEA

From LSEG Risk Intelligence

LSEG Risk Intelligence, a leader in compliance, risk management and fraud prevention solutions, has announced the launch of Global Account Verification (GAV) in APAC and EMEA. GAV is an innovative solution which... Read more continue reading

06 Mar 2025

Certainty Advice commences work on AI-powered App

From Certainty Advice Group

Strategic advice consultancy, Certainty Advice Group is leveraging the power of artificial intelligence to build an App that can review recordings and transcripts of client meetings to quickly identify and... Read more continue reading

28 Feb 2025

UniSuper announces partnership with Ignition Advice to develop new digital advice offering

UniSuper is pleased to announce a strategic partnership with Ignition Advice, the world’s leading digital advice technology provider. This is the first partnership of its kind in Australia and will... Read more continue reading

21 Feb 2025

intelliflo launches trust modelling to improve cashflow management, customer oversight

From intelliflo

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

05 Feb 2025

Fintech payments innovation delivers $9 billion benefits to small businesses

From FinTech Australia

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

31 Jan 2025

Navigating the AI revolution: 2025 AI outlook

From American Century Investments

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

24 Jan 2025

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

From intelliflo

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

16 Dec 2024

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CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]
CPD: Why tailored retirement income strategies matter for advisers
More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]