How to work with HNWIs; Financial advice holds the most appeal for younger Australians

Praemium chief strategy officer Denis Orrock has shared with Money Management how advisers can work with high-net-worth investors as a new report finds 45,000 people have entered the $2.5 million–$5 million bracket.

Dispelling the notion that advice is for older Australians, new research has found Australians under 40 are more open to receiving advice than their older counterparts, though cost remains a barrier.

A financial adviser has urged women in finance to outsource tasks at home so they can focus on their business, ahead of the Momentum Media Women in Finance Summit 2023.

With just days until the previous scheduled date of 1 October, ASIC has once again delayed the date that relevant providers must be registered.

Just 11 per cent of financial advice firms have trialled the use of artificial intelligence in their businesses, but half say they are ‘AI interested’, according to Netwealth.

Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services driven by adviser demand.

As an asset class, infrastructure has a number of unique characteristics that makes it an attractive option for investors across all points of the economic or market cycle, writes Sarah Shaw.