The financial advisory industry is facing a new challenge with the rise of artificial intelligence (AI) but experts believe AI will ultimately be a force.
Good morning and welcome to your Morning Briefing for Thursday 26 October 2023. To get this in your inbox every morning click here. Intelliflo AI ambitions Intelliflo is exploring how it can use artificial intelligence tools to create greater automation between integrated systems and help “streamline” the advice
A number of former chairs, CEOs and presidents of the FPA and AFA have issued an open letter outlining their strong support for the proposed merger between the two associations. Former chairs, CEO
Advisers who didn’t pass the adviser exam had until the end of January to come off the ASIC Financial Adviser Register, but the industry saw a couple of other high-profile departures.
Less than one in three FPA members are women, but private wealth held by women is increasing. Women make up less than a third of the Financial Planning Association’s (FPA) membership base, the