Can AI fix Australia's advice gap?BY SAM WALL, ANTHONY CANEVA | THURSDAY, 12 NOV 2026 3:37PM Two aspects will determine whether AI turbocharges the Australian advice sector.
 Platform switching paving a better way for clientsAlmost all financial advisers now use platforms to build and administer investment portfolios for their clients. Their use of technology, automation ...  Navigating the challenges of the claims process for the long-term benefit of your clientAs financial advisers, our role extends far beyond the financial planning focused responsibility - it is the emotional guidance we offer clients that ...  What's top of mind for advisers in 2024?Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ...  Caddick case reinforces professional standardsIn a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry.  In limbo: Robo-adviceThe fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...  Why coaching has profound effects in financial adviceAs specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service.  Picking winners in a higher rate environmentWhile the Australian consumer has been more resilient than expected in an environment of rising interest rates and inflation, investors will need to monitor ...  Why advisers should consider offering general insurance to HNW clientsI have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.  Get prioritisedI'm a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn't run on ever again. I love watching local games. |
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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