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Advice, Wealth and Super Rewired 2024


Ticker Tape by TradingView

FINANCIAL PLANNING

Count posts healthiest of AFSL first halves

Loss-making Sequoia reduces reliance on InterPrac

Adviser shortage prices out vulnerable retirees

SUPERANNUATION

Comfortable retirement targets jump tens of thousands to new high

CFS’ new portal to ease insurance claim process

Industry funds seek onboarding primacy for defaults

ACCOUNTING

Mortgage brokers, accountants warned on unlicensed advice

Increase ASIC oversight of adviser PII say accounting groups

Govt accused of wimping it on PWC scandal response

INVESTMENT

MLC addresses private equity knowledge gap via education centre

Embed intra-fund transfer relief say industry funds

Commodities re-emerge as ‘attractive’ diversifier: Janus Henderson

FINTECH

Mason Stevens names new CIO

SS&C’s Australian client base exceeds 2 million via REI deal

Netwealth shrugs off First Guardian with strong half