Your Best Interests – Episode Four screening tonight

Having been married just nine months, Lisa’s husband Rowan suddenly died of a heart attack at the age of 33, turning her world upside down. Lisa realised that Rowan would have wanted her to pursue her dreams. With the help of a life coach and financial adviser, Lisa made the impossible possible, launching her online homeware store, “Follow”, as well as planning for an independent financial future.

Watch how Lisa overcame her grief to get her plans back on track.

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Clients’ growing use of AI serves up opportunities for advisers

Clients’ growing use of AI serves up opportunities for advisers

AI is increasingly being used by individuals to inform financial decisions and improve their education on financial advice, according to new Financial Planning Standards Board research. This is in turn creating an opportunity for advisers to help clients contextualise and correct that information.

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