FINANCIAL PLANNING SOFTWARE
Financial planning
In a congested market, differentiation is everything. Craig Phillips looks at why standing out from the pack is all the more relevant for back-office service providers....
Financial planning
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....
Financial planning
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...
Financial planning
Sharemarket information system provider Iress is continuing its foray into the wealth management market after completing the integration of financial planning software fi...
Life/Risk
Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...
Financial planning
Two former IWL staff, Laila Khodr, Jenny Lee-Koksal and one of the creators of Visiplan, Robert Green, have set up a new group aimed at helping advisers purchase and full...
Financial planning
Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....
Financial planning
Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...
Editorial
Following its takeover of online broking group Sanford Securities, financial planning software provider IWL has forecast an earnings figure for the 2002/03 financial year...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Financial planning
Financial planning software provider IWL has extended its takeover offer for online broking group Sanford by two weeks after a muted response from Sanford’s shareholders....
Financial planning
Sharemarket information system provider Iress Market Technology has made another bid to enter the financial planning software market, just four months after the collapse ...
Financial planning
Navigator Australia has moved into the provision of back office services with the rollout of what it is calling a back office master trust....
Financial planning
Sanford Limited has reported continuing positive operating cash flows for the quarter to December 2002, as IWL moves forward with its bid to buy out the online broking gr...
Financial planning
AMP will pick a new wrap platform for its dealer group by the end of the first quarter of this year after having drawn up a shortlist according to AMP Financial Services ...
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MARKET INSIGHTS
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...