Take-up of AI tools is inevitably spilling into the advice space, but new research suggests this does not signal a decline in the role and the importance of advisers. The CoreData/Conexus Financial Best Possible Retirement study shows that people with an adviser use AI to do their own exploration, test their own ideas, and then seek validation from a human.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Advice