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FINANCIAL PLANNING SOFTWARE
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Financial planning
Financial software provider Rubik Financial Limited has signed a provisional agreement to acquire Provisio Software, a provider of scaled and online advice technology to ...
Financial planning
Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....
Financial planning
Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...
People & Products
Infocus Group founder Darren Steinhardt will assume the role of chairman following the departure of Barrie Adams at the company's December board meeting....
Editorial
AMP's acquisition of Cavendish Group marked the beginning of a major push into the SMSF sector, while in the same month IOOF launched its bid for Plan B....
Financial planning
Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....
Financial planning
Multi-asset real return funds are gaining popularity, but the shortcomings of financial planning software are limiting their uptake, says Lonsec senior analyst Stewart Ga...
Financial planning
Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
Mortgage Choice has opened a financial planning business which will commence initial operations next month and aims to have 60 advisers within three years....
Financial planning
IRESS will continue to supply financial planning software to National Australia Bank's advice channels under a renewed multi-year agreement....
Financial planning
Fledgling financial planning software developers may be able to utilise an advertising funding model to stake a claim in the market....
Financial planning
Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....
Financial planning
Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...