Connecting Research Tools to Advisers’ Preferred AI
Quotemonster is seeking advisers’ views, through an online survey, on the use of AI to access the firm’s research as part of the advice...
New AI, Life Company Pricing Partnership
In a first for the life insurance market across the ditch, Australian life insurance platform, NEOS and adviser productivity platform, Marloo, have announced a...
NZers Back AI for Scam Detection But Not on Money Calls
New FSC research, released at the council’s 2026 conference, shows Kiwis are open to AI helping detect scams, answer questions and make financial services...
FMA Review on Use of AI in Financial Advice
The FMA is undertaking a thematic review to better understand the use of artificial intelligence in financial advice across New Zealand.
In an announcement the...
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,...