FINANCIAL PLANNING SOFTWARE
Financial planning
Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...
Financial planning
The founders of financial planning software platform, AstuteWheel, have added an estate planning component to their software suite....
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
Financial planning
Rubik will boost its commission and revenue management systems after announcing the licensing and purchase of two software packages to be integrated into its COIN package...
Financial planning
Rubik will purchase two competing software providers to expand its commission and revenue management systems. ...
Financial planning
Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....
Financial planning
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
Financial planning
Fiducian Portfolio Services Limited has developed a new software solution intended to allow planners to compile fee disclosure statements. ...
Financial planning
There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Financial planning
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
Financial planning
Planners will be spoilt for choice as the battle for financial planning software moves from the desktop to the cloud, with new entrant OpenWealth set to launch an online ...
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Financial planning
Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....
Editorial
As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...
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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...