18 March 2010 | Advisers at Genesys Wealth have expressed their frustration over a perceived lack of support from the AXA-owned dealer group.
2 March 2010 | Financial planning practices need to properly analyse profitability before they can come up with a fee-for-service remuneration solution.
15 February 2010 | Centric chairman Philip Kelly spoke with Lucinda Beaman about the industry and his plans for 2010.
2 February 2010 | Research conducted by Investment Trends has found satisfaction with planning software continues to wane, while new entrants to the market are proving popular.
2 July 2009 | Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software.
2 April 2009 | In the good times, revenue from platforms have been a strong source of income for dealer groups and advisers
3 March 2009 | Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses in 2009, according to Investment Trends principal Mark Johnston.
11 April 2007 | After approaching wealth management infrastructure solutions provider IWL in February with an offer to buy its specialist financial advisory software subsidiary, including VisiPlan, IRESS Market Technology has today completed the acquisition for 5.95 million shares.