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AI mania will underwhelm advice: Finura

"AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group s 2024 predictions reveal.

Finura groupPeter wornFinancial standardWealth today

Insignia, WT Financial complete Millennium3 transfer

Just weeks after the acquisition was announced, Insignia Financial and WT Financial Group have finalised the transfer of Millennium3, adding 75 practices to the latter s network.

Keith cullenHelen blackfordWt financial groupInsignia financialWealth todaySentry advice

Insignia Financial finds buyer for Millennium3

WT Financial Group (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million.

New south walesHelen blackfordKeith cullenRenato motaFinancial servicesWt financial groupInsignia financialShadforth financial groupBridges financial servicesAdvice reviewWealth todayWealth adviser

WT Financial optimistic of advice demand as NPAT doubles

WT Financial believes the “supply-demand equation” is weighted firmly in favour of advisers as it reports its net profit after tax more than doubled in FY2022–23.

Keith cullenWealth today

NBA legend Magic Johnson, civil rights leader Andrew Young, and actor Deon Cole to headline City Treasurer s wealth-building summit

NBA legend Magic Johnson, civil rights leader Andrew Young, and actor Deon Cole to headline City Treasurer s wealth-building summit
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