News : Technology

financial advice, Financial Planning, Technology

AI adopted for basic advice tasks

AI, financial advisers, artificial intelligence, Investment Trends, Irene Guiamatsia, file notes, investment research, Edge Investment Partners, David Pritchard

The adoption of AI among financial advisers has begun noticeably, but the technology is only being used for tasks characterised as tedious.

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ATO, Technology

ATO denies reports of cyberattack

ATO, cyberattack, cybersecurity attack, scam

The ATO has reassured the public its systems remain secure after rebutting reports in the media it had suffered a cybersecurity attack.

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financial advice, Financial Planning, Technology

Advisers leaning into AI use

Australian financial advisers are using AI at higher rates than their international peers and considered it an effective tool for communication and reducing costs.

Australian financial advisers are making more use of AI at than their peers overseas and consider it effective for communication and reducing costs.

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ETFs, Investments, Technology

Global X launches China tech ETF

Global X, China, ETF, technology, exchange traded fund, Global X China Tech ETF, DRGN, Billy Leung

Global X has released an ETF focused on the Chinese technology sector, which it believes has been underserved by fund managers to date.

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Investments, Markets, Platforms, Technology

Class expands share registry connections

Class has extended its share registry data feed connections, which now include the majority of companies listed on the ASX..

Class has extended its share registry data feed connections, which now include the majority of companies listed on the ASX.

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Business News, Investments, Technology

Selfwealth to delist after sale

Selfwealth, Craig Keary, Samantha Horton, Dhruv Arora,

Investment platform Selfwealth will shift into private ownership after shareholders agreed to a cash sale to an Asian firm operating a similar business model.

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Compliance, Technology

From MFA to the sock drawer: SMSF security

SMSFs must employ professional security protocols to protect their assets in the wake of an increased number of cyberattacks.

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Compliance, Technology

Attacked funds had protection in place

Mary Delahunty, ASFA, Australian Securities and Investment Commission, ASIC, Association of Superannuation Funds of Australia, Financial Crime Protection Initiative, FCPI,

ASFA has reassured superannuants protections were in place to deal with cyberattacks on their funds and it will take further action to strengthen those measures against future threats.

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ATO, Auditing, Technology

ATO confirms AI use not fully reliable

The ATO believes practitioners and trustees cannot completely rely on AI to undertake SMSF functions and an element of human involvement is still needed.

The ATO believes practitioners and trustees cannot completely rely on AI to undertake SMSF functions and an element of human involvement is still needed.

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Business News, financial advice, Investments, Technology

New investment facility added to OpenInvest

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

OpenInvest has partnered with an accounting and advisory firm to give its clients access to an online investment solution.

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