Caution on Over-Reliance on Automated Outputs
The FMA is cautioning advisers that research tools are most effective when used as part of a broader, holistic advice process.
In its latest Financial...
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...
Your Say – Technicians and Trust
A hefty majority of advisers, it appears, disagree that in the new world of AI, advisers who rely on their technical expertise risk becoming...
Human Trust Will Be Advisers’ Greatest Asset in the Age of AI
Artificial intelligence may transform the financial advice profession, but the one quality it cannot replicate is human trust, according to leadership expert and educator...
AI in Advice Certificate Launched
Financial Advice New Zealand has launched an AI in Advice Certificate, a 12-week executive short course designed to help financial advisers embed AI tools...
Call to Action for Advisers to Help Disrupt Scams
Financial advisers can play a critical role in helping to disrupt financial scams, according to the Financial Markets Authority’s Head of Financial Advice, Romil...
Quotemonster Roadshow to Visit 15 Cities and Towns
There was plenty of reader interest this week in our reporting of Quotemonster’s roadshow for advisers which will visit 15...
Ombudsman Scam Alert
News that a financial ombudsman service had uncovered scams using its name and branding drew strong reader interest this week...
Financial Ombudsman, Financial Services Complaints...
Update on Fidelity Life Adviser Initiatives
An update on Fidelity Life's adviser initiatives over the past year ahead of its 2025 Engage events in October attracted much reader interest...