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The big software providers can’t be everything to everyone – and that’s where other technological whizzes step in. Lucie Beaman reports....
The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...
Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....
The most difficult element of advancing technology is getting people to adopt it. Greg Germon looks for the common thread to achieving user acceptance....
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
The introduction of straight through processing for dealers and planners heralds a new era in client communication. Lucia Appleby reports....
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...
Superannuation contribution splitting legislation is set to be pushed through parliament next month, despite opposition from sectors of the financial services industry an...
Colonial First State and Asgard have emerged as top performers in terms of superannuation and retirement income inflows for the 12 months ending June, according to the la...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...