AI, global markets and SMSFs: How advisers can find the next wave of opportunities
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AI, global markets and SMSFs: How advisers can find the next wave of opportunities
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Robert Talevski, CEO of Webull Securities Australia, to explore how technology and global markets are reshaping advice and SMSF investing.
Talevski argues that if trustees and advisers go to the effort of running a self‑managed fund, they should be thinking beyond simple passive exposures, while still respecting client risk profiles, retirement horizons and the extra admin burden inside super.
Tune in to hear:
- Why the bigger opportunity may sit with companies using AI rather than building it.
- How ETF use is evolving toward active, thematic and outcome‑focused products.
- The value of advisers looking offshore for opportunities and global diversification.
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