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FINANCIAL PLANNING
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has banned a Sydney securities dealer for three years as part of its ongoing investigation into the now defunc...
INDUSTRY NEWS
Financial planning software provider Syscorp has signed an alliance with Computer Science Corporation (CSC) for the latter to act as a distribution channel for Syscorp’s ...
INDUSTRY NEWS
Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...
INDUSTRY NEWS
The Financial Planning Association (FPA) has come under fire for shutting down a voluntary committee looking into the issue of risk profiling, despite some members claimi...
INDUSTRY NEWS
AXA is expected to receive a green light from the Federal Privacy Commissioner allowing it to honour the contractual agreements it has with its advisers, permitting them ...
INDUSTRY NEWS
ING is setting its sights on the independent third-party planning market, with plans to grow its business beyond its aligned dealer groups, through the launch of a back o...
INDUSTRY NEWS
Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...
INDUSTRY NEWS
Not happy with the financial planning software available on the market? Take a leaf out of Infocus’ book and build your own. Ben Abbott reports....
INDUSTRY NEWS
Technology has been praised as a time saver and derided as a leech on resources. To debate where technology has failed or succeeded in financial services, Money Managemen...
INDUSTRY NEWS
The weak activity within general technology markets is not being reflected in the provision of financial planning software, with a number of new firms entering the fray. ...
INDUSTRY NEWS
The Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...
INDUSTRY NEWS
It may sound a little far fetched but one group in the industry claims it can have any software operating on any computer in any business overnight....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...