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The Future of AI in Wealth Management 2024


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FINANCIAL PLANNING

InterPrac loses 65 advisers in six months

Bain, or not, Perpetual builds stand-alone Wealth business

‘Proud’ Longo writes his own valedictory

SUPERANNUATION

Super lump sum drawdowns outgrow pension

Industry funds urge ASIC to reclassify stamp duty

Aware Super’s digital retirement tool drives confidence uplift

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

Fidelity promotes Heithersay to managerial role

Capital Group push European ETF launch with new hire

CC Capital Insignia bid clears penultimate hurdle

FINTECH

Iress – improving bottom line but no suitors

Mason Stevens names new CIO

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