Financial advice: Artificial intelligence can help financial advisers reach more clients
Financial planners are already in short supply. This is how AI can help them spend more time with clients.
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Financial planners are already in short supply. This is how AI can help them spend more time with clients.
JANA has been selected as the investment consultant for the Tasmanian Retirement Benefits Fund (RBF).
The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more.
Australian Ethical is transitioning its administration to Grow Inc in 2024, while also aspiring to accelerate growth in response to an increasing preference for ethical investments, says chief executive of superannuation Ross Piper.
Make sure you are in a well-performing super fund now that new rules apply, writes Rod Myer.