16 October 2009 | Despite dealer groups developing their own software, major software companies control over half the market.
9 October 2009 | Will allow advisers to move underlying shares, managed funds and SMAs automatically between investment platforms.
30 July 2009 | Financial planning practices are looking to pool their office resources in an attempt to lower costs and stave off forced mergers.
14 July 2009 | A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experienced planning professionals.
23 June 2009 | The new insurance component compares 21 retail insurance providers and 107 super insurance providers. It also compares insurance on platform providers and will highlight the consequences of moving insurance policies, according to the group.
2 June 2009 | New system enables advisers to provide more product-specific compliant advice and maximise estate planning benefits.
13 May 2009 | While the benefits of the popular Transition to Retirement strategy have been reduced as a result of changes to concessional contribution limits announced in last night's Budget, the strategy will remain attractive to clients.
21 April 2009 | Secures former Mariner Financial and Advance Asset Management employees.
12:00 AM | A new tool has been launched to help determine appropriate retirement income streams.