Business Excellence

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Equity Trustees implements Australian-first AI content compliance system

From Equity Trustees

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

17 Jul 2024

Surge in online investing driven by young investors and bullish sentiment

From Investment Trends

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

16 Jul 2024

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

From Innova Asset Management

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

12 Jul 2024

PPS Mutual wins ‘Best Retail Life Insurer of the Year’ for second year

From PPS Mutual

The advice industry and Adviser Ratings 2024 Australian Financial Advice Landscape Survey have again honoured PPS Mutual with multiple awards and accolades, reflecting a growing and esteemed reputation garnered by PPS Mutual, its... Read more continue reading

09 Jul 2024

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

From Tony Vidler - Adviser to the Advisers

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

08 Jul 2024

UBS introduces framework to size and seize the AI investment opportunity

From UBS

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

05 Jul 2024

Contemporary challenges in ethics and financial advice

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

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

02 Jul 2024

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

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

28 Jun 2024

Values as important as goals

From AstuteWheel

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

26 Jun 2024

Emerging Markets equity – powering the AI revolution

From PAN-Tribal Asset Management

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

24 Jun 2024

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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 [...]