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AI will reimagine advice marketing and client relationships more than investment: Netwealth

From organisational improvements to client “nudges”, the potential for AI to transform advice businesses is limitless according to Netwealth’s Andrew Braun.

Staff Writer | 26th Feb 2024 | More
Integration and ‘platform approach’ will guide compliance into new age: MIntegrity

While technology’s role in compliance is becoming more prominent, advisers and brokers are still looking for clarity on what vehicles will carry that technology.

Staff Writer | 21st Dec 2023 | More
  • Start counting the ways AI can help an advice business grow

    The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a “redefinition” of the sector according to commentators.

    Tahn Sharpe | 23rd Nov 2023 | More
    Dig for lithium exposure beyond the ASX: PrimaryMarkets

    As the world turns towards critical minerals like lithium to power electric vehicles, alternative access to investment in these sectors will become crucial pieces of the supply chain puzzle.

    Tahn Sharpe | 6th Nov 2023 | More
  • For advice practices, getting the tech right is key to the bottom line

    Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren’t making smart technology decisions, says Finura’s Peter Worn.

    Lisa Uhlman | 7th Sep 2023 | More
    Adviser-to-client ratios reach upper limit, with tech marked as the saviour

    There are now an average of 120 clients per adviser in Australia – a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.

    Tahn Sharpe | 27th Jul 2023 | More
    New generative AI is a boon for fundamental fund managers: Kollo

    ChatGPT presents an inflection point in the quantitative investment journey, writes Michael Kollo, one that doesn’t need the presence of machine learning scientists or investment in costly data acquisition.

    Michael Kollo | 19th Jun 2023 | More
    FSC, product providers bemoan lack of support from ASIC on innovation

    On what was set up as a discussion around the proposals put forward by the Quality of Advice Review, the topic repeatedly shifted to the frustration providers felt at not being able to work with ASIC to bring compliant solutions to market.

    Tahn Sharpe | 9th Jun 2023 | More
    Shhh… don’t mention the wealth: Family offices fret about online boasting

    A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and kidnapping “a legitimate concern”.

    Tahn Sharpe | 5th Jun 2023 | More
  • More modes of advice being sought by HNWs as validators come to the fore: Praemium

    Investment platform provider Praemium explains that while there is an “increasingly positive” attitude towards financial advice, the needs of HNW investors are taking on a whole new identity.

    Staff Writer | 25th May 2023 | More
    Infocus releases ‘magic’ platform tool as it nears 30-year anniversary

    If you’re going to offer services that the incumbents already do well, Steinhardt tells Inside Adviser, you need to do a pretty good job at it yourself. And if there are any flaws in your system, they need to be addressed.

    Tahn Sharpe | 6th Apr 2023 | More
    In the war over AI’s future, the big guns may have already won

    Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, says Munro Partners’ Nick Griffin, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.

    Lisa Uhlman | 3rd Apr 2023 | More
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