HLB 2024 Cybersecurity Report reveals rising AI risks

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Businesses using AI without proper controls in place, coupled with a rising number of cyberattacks, means Australian organisations are facing a confluence of cybersecurity challenges, according to the HLB 2024... Read more continue reading

Do longer SOAs break the law? When is an ROA more appropriate? (And other key questions about the communication of advice)

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Introduction Disclosure is recognised as a key pillar of financial consumer protection. Transparent communication around product features, fees, and investment performance obviously helps consumers make informed choices when deciding to... Read more continue reading

AI recognised as key to broadening access to financial advice

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DASH Technology Group (DASH) has been awarded the AI Innovator – Information Technology Award at the Australian AI Awards, recognising its commitment to technology and innovation in the financial services... Read more continue reading

Specialist expertise becomes essential as financial advice grows more complex, poll finds

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Key points 93% of advisers found that the skill set required for financial advice has become more complex over the past five years. 79% of advisers say access to specialists is crucial... Read more continue reading

Ethics and Self-Managed Super Funds

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At $3.9 trillion[1], Australia’s superannuation sector is one of the world’s largest. Representing approximately 25 percent of this are SMSFs, which are subject to many rules and regulations. This article,... Read more continue reading

AMP announces winner of the 2024 University Challenge

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Jack Weiland, Jordan Bertucci and Ryan Auwardt have won AMP’s University Challenge for 2024. The team from Deakin University was one of eight finalists taking part on the day. Now... Read more continue reading

Impending Great Wealth Transfer threat to advisers

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With an estimated $3.5 trillion set to transfer over the next 25 years[1] four in ten Australian financial advisers confirm the generational wealth transfer is a threat to their business, and... Read more continue reading

ClearBridge Investments wins Zenith Fund Award for infrastructure excellence

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ClearBridge Investments Limited, has been awarded the prestigious Zenith Fund Award in the infrastructure category for 2024. The annual Zenith Fund Awards recognise outstanding performance and leadership across all asset... Read more continue reading

AstuteWheel revolutionises client engagement platform

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AstuteWheel has leveraged cutting-edge technology and brought its development team in-house, to revolutionise its leading financial advice client engagement platform. ‘We have completely rebuilt our offer on a new platform,... Read more continue reading

Munro Partners wins at the Australian Fund Manager Awards

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Munro Partners has won Best Australian Based Global Equity Manager at the 2024 Australian Fund Manager Awards. The Australian Fund Manager Awards is in its 25th year. The awards celebrate... Read more continue reading