Talk of managed funds hubs has gone on for more than three years but a system is not yet in place. Ben Abbott asks the remaining players if it will ever become a reality....
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....
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...
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. ...
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...
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....
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 ...
The technology produced by research houses for advisers to access and manipulate their research becomes more advanced and competitive every year. Lucie Beaman looks at wh...
Nearly 60 Australian fund managers have been set a July 18 deadline by the New Zealand Securities Commission to investigate possible breaches of regulations in filing do...
Research house Standard and Poor’s (S&P) will not charge up front fees to funds management groups to be rated marking a departure from its globally used pricing system....
A new technology start-up company, WealthCare Mutual, is set to launch a software program into the financial services market enabling advisers and their clients to fully ...
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...