11+ hour, 44+ min ago   (394+ words) This comes as the Government has essentially greenlit the large superfunds too invest deeper in their financial advice capabilities following the announcement of the implementation of the ‘New Class of Adviser’ regime. “Advice has the power to change lives, not…...

1+ week, 13+ hour ago   (277+ words) According to the platforms, the partnership combines Marloo’s AI-driven adviser workflow technology with NEOS’s platform and expertise to help advisers assess client protection needs faster and easier. Advisers using Marloo can now access indicative pricing and projections for NEOS Protection,…...

1+ week, 4+ day ago   (390+ words) Image: Supplied, MLC Expand Advisers on MLC Expand can expect artificial intelligence (AI) and automation to shape the platform’s next round of development, after the wrap hired a technology leader who spent her last job putting AI agents into an…...

1+ week, 5+ day ago   (727+ words) It is no secret that the professional year can be somewhat a chore. For PY advisers, it is often unstructured, stressful and drawn out. For practices, it means taking on the financial and professional liability of training up a new…...

2+ week, 3+ day ago   (293+ words) The document is simply the final output. That’s why the future of AI in financial advice won’t be defined by what AI can produce. It will be defined by what the AI can access. Everything in one place But advisers…...

2+ week, 12+ hour ago   (303+ words) Terry Constable has been named to the role, a move Infocus said will strengthen its executive team and support the continued growth of its platform infrastructure, superannuation and wealth management capabilities “as the business enters its next phase of expansion…...

2+ week, 6+ day ago   (486+ words) The Australians least likely to be paying for financial advice are the quickest to pick up free artificial intelligence (AI) research tools, according to new figures from online broker Webull Australia. Webull launched an AI assistant called Vega AI to…...

3+ week, 13+ hour ago   (641+ words) A few weeks ago, we were facilitating a leadership workshop with a large advice practice that has been around for more than 40 years. Its founder had built an incredible business before successfully handing the reins to her son and another…...

3+ week, 6+ day ago   (380+ words) Assured Support’s Quality of Advice Index paints the picture of an industry that has been steadily improving the quality of the product – i.e. advice – on offer. The results are based on analysis of 9,315 reviewed files from 1 July 2020 to 30 June…...