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AI in advice: Have your say for a chance to win $500
Industry data tells us 79% of advisers are already using AI - but more than one-third cite inaccurate outputs and limited integration as barriers to getting more value from it*. So, what does AI adoption really look like across Australian wealth businesses, where is it delivering value, and what do advisers need next?…
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Why new processes fail and what to do about it
Most advice firms don't suffer from a lack of good ideas. Many firms invest in new technology, redesign workflows and they implement compliance improvements. Firms document processes and communicate them to staff. Yet months later, many leaders find themselves asking the same question: "Why isn't anyone following the new…
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It’s time to fix the authority to proceed
When was the last time we really thought about the Authority to Proceed, and whether we can improve it? Investment and advice complaints to the Australian Financial Complaints Authority (AFCA) rose 18 per cent in 2024-25. The single biggest issue was a failure to act in the client's best interests. It made up more than 30…