Certainty Advice to release AI-backed client ‘debriefing’ app
28 February 2025Certainty Advice Group (CAG) has unveiled details soon-to-be-launched app capable of assessing planners’ relationship-building skills.
Certainty Advice Group (CAG) has unveiled details soon-to-be-launched app capable of assessing planners’ relationship-building skills.
Anticipated strong demand and short supply for commercial property could spur a ‘golden age’ for REITs investments this year
Generation Life has enlisted global asset servicing giant Northern Trust to provide global custody and valuation reporting services.
The SMC has urged policymakers of all stripes to back “landmark” payday super reform, as new figures reveal significant super underpayment
Leigh Gavin has been appointed deputy chief investment officer (CIO) of Cbus as the industry super fund hits its $100 billion FUM milestone.
RI Toowoomba Group has doubled its back-office and paraplanning capability, confirming a new outsourcing deal with Vital Business Partners.
AZ NGA has named former Fitzpatricks CEO Jodie Blackledge as group chief financial officer (CFO).
The FAAA has honoured the highest performing student in its Certified Financial Planner Certification (CFP C) Program.
Australians are adopting and profiting from cryptocurrency investments at record levels, data from a new investor survey has revealed.
AI is the centrepiece technology that will drive profitability and business innovation for at least the next half-decade, a new survey reveals.
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