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Financial planning
The financial planning software designed for advisers has rebuilt its platform and brought its development team in-house to better adapt to industry changes....
Expert Analysis
In order to provide an efficient and valuable progress meeting for clients, Johann Maree finds the best way to ensure they are working towards their goals....
Financial planning
Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....
Financial planning
It intends to commence proceedings against Lumiant if certain terms are not met in a week, regarding copyright issues over a financial health questionnaire....
Expert Analysis
Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....
Financial planning
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
Financial planning
AstuteWheel has today launched the Astute Estate Planner which overhauls the process for professionals by lessening time constraints....
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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...