Business Excellence

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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

Women increasingly aware of importance of financial well-being but confidence continues to lag

From Fidelity International

Women are increasingly aware of the importance of managing their financial wellbeing and taking steps to take control of their finances. However, they continue to have less confidence in their... Read more continue reading

07 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

Trust and ethics in financial advice

From AdviserVoice - This Ethics article is proudly brought to you by GSFM

In 2024, trust in financial advisers reached an all-time high. This article, proudly sponsored by GSFM, explores the inseparable links between trust and ethical practice when providing financial advice. Defined... Read more continue reading

04 Mar 2025

Metrics Credit Partners named Real Estate Debt Manager of the Year

From Metrics Credit Partners

Metrics Credit Partners (Metrics) has been named the winner of the Real Estate Debt Manager of the Year: Asia-Pacific at the Private Debt Investor (PDI) Global Awards 2024. The PDI... Read more continue reading

04 Mar 2025

Hedge Funds Rock announce La Trobe Financial as major sponsor partner

From Hedge Funds Rock & The Alternative Investment Awards

The Alternative Future Foundation is pleased to announce La Trobe Financial as the Major Sponsor Partner of Hedge Funds Rock & The Alternative Investment Awards for a three-year term. This... Read more continue reading

04 Mar 2025

Record-keeping in financial advice – the key to compliance and consumer protection

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Russell Investments

Introduction The financial services regulatory framework is a key pillar of financial consumer protection. Regulatory compliance is therefore not merely about avoiding penalties, but is a critical step in building... Read more continue reading

03 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

Financial advisers explore innovative philanthropic avenues to deepen client relationships

From Third Link

As responsible investing and philanthropy gain traction among investors, financial advisers are increasingly integrating social impact strategies into their wealth management services to deepen trust and engagement with clients. “Philanthropy... Read more continue reading

25 Feb 2025

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Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]