Two new tools to help streamline your risk advice process
Over the past little while, I’ve been spending some time working on a couple of tools aimed at smoothing out parts of the risk
Process Improvement
Insurance Commission Consent Changes from July 2025: What Advisers Really Need to Know
[* edit 19 June 2025 – we’ve added a couple of extra points at the bottom of this article, following further questions] As part of
Making Sense of Microsoft Copilot
This article was recently shared on LinkedIn and received a great response, so we thought it was worth re-posting here for Risk Hub readers. If
Are You Ready for CPS 230? Why This New Standard Matters for Advisers Too
You may have seen some references lately to CPS 230 – a new regulation being introduced by APRA (the Australian Prudential Regulation Authority). While it’s
Supporting Your 2025 Planning: Tools, Ideas, and Inspiration
As you build momentum into the new year, you are likely refining strategies, setting ambitious goals, or simply looking for ways to make things run
Streamlining Your Writing Journey Using AI
This newsletter first appeared in our LinkedIn series, “AI Essentials for Advisers.” We thought it was worth replicating here to provide valuable insights directly on
Choosing the Right Transcription Tool
In our ongoing efforts to help you make the most of AI, we’ve noticed a recurring topic in our conversations and industry commentary: note-taking apps.
Navigating the AI Rush: A Guide for Advisers
In a recent article, we explored the potential of artificial intelligence (AI) to transform advice businesses. As the AI landscape continues to evolve at a
Legacy PDS lookup
Announcing Our New PDS Lookup Resource Hey there, Risk Hub community! After hearing numerous requests from advisers for easy access to historical or legacy