Financial planning practices are employing ‘technologists’ rather than future financial planners as they battle to use advice software, according to ...
Dissatisfaction with available financial planning software is leading dealer groups to create their own, with some practices now selling their ...
<table <td <td Mandy Penkin Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial ...
Midwinter Financial Services has added a risk insurance comparison tool to its financial advice desktop software, Reasonable Basis.The new risk ...
<table <td <td Indy Singh Fiducian is planning to launch an updated comprehensive financial planning software system to select dealer ...
The Commonwealth Bank of Australia’s Colonial Geared Investments arm did not have the human or technological resources to handle the ...
Cracks are appearing in the system at the Australian Taxation Office (ATO), with tax on superannuation contributions been incorrectly calculated ...
The current economic climate has put pressure on financial planning practices throughout Australia and around the world — there is ...
Wealth management companies are cutting back on software subscriptions, but subscriptions into insurance-based software are on the rise, according to ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
