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Home>Events>Roundtables>

Roundtables

Roundtables

Meet the advisers pioneering the profession’s AI adoption

The advice profession’s understanding and adoption of AI is still developing, with the majority of advice businesses just starting their journey given the nascency of the technology. But a small number of pioneering practices are already well advanced.
Hosted by Professional PlannerMay 27, 2025
Roundtables

Flexibility emerges as antidote to risk advice woes

Hosted by Professional PlannerJanuary 22, 2025
Roundtables

Productivity: The next frontier for advice

Beata KuczynskaDecember 5, 2024
Roundtables
1

The moral case for boosting advice productivity

Beata KuczynskaOctober 21, 2024
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Roundtables

Unique roles present distinctive opportunities for women in advice

Callum JonesNovember 17, 2023
Advice

Unleashing the power of female collaboration

Callum JonesOctober 13, 2023
Advice

Tackling gender diversity challenges in financial advice

Callum JonesSeptember 11, 2023
Professional Standards

‘A lot of younger people are missing out’: AMP proposes matching up young clients and advisers

Chris DastoorDecember 2, 2022
Industry

Roundtable: What advisers want from working with profit-to-member funds

Meredith BoothNovember 16, 2022
Roundtables
2

Industry needs to take initiative on re-branding

Chris DastoorAugust 4, 2022
Retirement

‘Advisers are ready for this’: Time to focus on the retirement framework

Jessica SierMarch 2, 2021
Investment

Capturing transforming economies: The case for active equities

Matthew SmithNovember 26, 2019
Risk

Guided by evidence: Risk advice’s single Canberra message

Matthew SmithSeptember 3, 2019
Investment

 The ‘hardest environment to invest’: experts on navigating risk

Matthew SmithJuly 18, 2019
Risk
1

‘Not all commissions are bad’: Insurance advisers find a single voice

Matthew SmithJune 11, 2019

Media

Podcast

Managed Accounts Decoded: The rise, risks and regulation

Podcast

Iran, Trump and geopolitical risk in the AI age

Podcast

The value of keeping an adviser voice in policy conversations

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