New Guidance Stresses Adviser Accountability as AI Adoption Accelerates
The US-based Financial Planning Standards Board (FPSB) has published a practice guidance note on the use of AI in financial planning, outlining how advisers...
Simfuni Finalist in Asian Tech ‘Battle’
New Zealand-based Simfuni has been named as a finalist in a major tech competition seeking to find “Asia's Most Disruptive Insurtechs”.
The company is one...
New AI Agents Launched by TAP
The Adviser Platform is launching new AI Agents which it says introduce new AI capabilities designed to automate some of the most operationally intensive...
Strong Lift in Adviser & FAP Numbers, Rise in Digital Advice
The number of licensed financial advice providers increased 10% in the year to June 30, 2025, while the number of financial advisers increased almost...
Advisers Urged to Road Test AI
Financial advisers in Australia could cut the cost of producing Statements of Advice by up to half by embedding artificial intelligence into their workflows,...
How Advisers are Using AI in Their Practices
The ways different AI tools can be used in advice practices was highlighted in a fast-paced focus session at Financial Advice’s NZ’s 2026 conference...
Fact Check AI Advice When Making Complaints – IFSO
The Insurance & Financial Services Ombudsman Scheme is advising people who use AI tools to get help with making complaints to double check the...
Concerns Raised as Aussie Consumers Turn to AI for Advice
Three in five Australians say they would trust financial advice from AI programmes such as ChatGPT. The finding is revealed in a new report...
Customers Want Both Gen AI Efficiency and Human Empathy
While insurance customers welcome Generative AI’s convenience and possibilities for personalisation, they remain concerned about privacy, accuracy and access to human support, according to...