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AI poised to revolutionise Australia's financial advisory industry; won't replace humans

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. ....

New South Wales , Ross Dawson , Jacqui Henderson , Matt Esler , Padua Solutions , Charles Schwab , Financial Advice Association Australia , Advanced Human Technologies , Planning Standards Board , Dante De Gori ,

The Morning Briefing: Intelliflo AI ambitions and diversity-focussed advice firm launches

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 ....

United Kingdom , Charles Stanley , Nigel Farage , Rob Morgan , Nick Eatock , Janus Henderson Investment , Department For Business , Emergenzz Financial Services , Data Institute , Financial Conduct Authority , Morning Briefing , Money Marketing , Financial Services , Sheun Oke , Consumer Duty , Andrew Gething , Janus Henderson Investment Trust , Financial Planning Standards Board , Dante De Gori , Challenge Works , Open Data Institute , Smart Data Foundry , Smart Data , Smart Data Discovery Challenge , Financial Times ,

Dante De Gori and 14 other former senior FPA, AFA staff issue open letter

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 ....

Maja Garaca Djurdjevic , Association Of Financial Advisers , Financial Planning Association , Financial Advisers , Dante De Gori ,

Comings and goings: February in review - Professional Planner

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. ....

Hamish Douglass , Matthew Rowe , Colin Williams , Hugh Humphrey , Sarah Abood , Business Health , Profile Financial Services , Rod Bertino , Retirement Income Covenant , Retirement Income , Dante De Gori ,

Why we need more women in financial advice

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 ....

United Kingdom , Maja Garaca Djurdjevic , Tracey Sofra , Women Group , Financial Planning Association , Financial Planning , Dante De Gori , Adviser Ratings , Financial Advice Register , Western Europe ,