financial planning software

Financial planning

</B>Investor Security Group has always prided itself on its commitment to independence and integrity. Simon Segal asks ISG boss Rob Keavney how the stance has affected th...

Financial planning

Fiducian closes over-subscribed

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

Financial planning

Fiducian lists at small discount

Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....

Financial planning

Fiducian float oversubscribed

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

Policy & Regulation

IDT upgrades for new tax system

Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....

Financial planning

InvestorWeb buys Vision

After only four years of operation, Vision FPS (Vision) has sold to InvestorWeb for the princely sum of $15 million....

Financial planning

Will we ever get over Sealcorp envy?

Advisers never cease to amaze me. I thought I was beyond shock as far as the ego and greed of some advisers were concerned. But from recent articles I have read; conversa...

Financial planning

ASSIRT’s Desktop software just one click away

The latest version of ASSIRT Desktop financial planning software will be available from the middle of May, software manager Mark Perica announced at a briefing in Melbour...

Financial planning

Pioneering spirit lives on with AssetWare listing

One of the pioneers of on-line financial services in Australia, AssetWare, is poised to become the country's largest independent research group following its proposed lis...