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The Future of AI in Wealth Management 2024

Amelia King17 July 2024

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FINANCIAL PLANNING

Clime registers own advice license

Insignia CEO says priority is extracting efficiency

CSLR unsustainable and another Dixon collapse will break it

SUPERANNUATION

Heatmaps, performance test inflict 27% hit on venture capital, private equity

Federal Opposition maintains pressure on industry funds

Govt sets its pre-election retirement income agenda

ACCOUNTING

CPA Australia offers new sustainability reporting micro-credentials

Accounting groups still firm on ending accountant certificates

Accountants baulk at single disciplinary body

INVESTMENT

Global dividends hit Q3 record, while Australia trends down

Superior earnings drive Aussie small caps rebound: Report

Betashares debuts Direct platform, touts brokerage-free trades

FINTECH

Morningstar grows AdviserLogic team

Stockspot welcomes first-ever super product

Finder acquires super, mortgage cashback platform

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