Why this adviser is using ChatGPT to help his clients

With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as bring down time and cost.

A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry.

A former Adelaide financial adviser has been sentenced for two counts falsifying company books, having previously been charged last June.

Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Maple-Brown Abbott.

Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver.

Elizabeth Ninness, previously an executive consultant with NAB, will take on the role of chief operating officer at Talaria.

2022 certainly was turbulent, writes Monik Kotecha, but some things don’t change, no matter how wild the ride.