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FINANCIAL PLANNING SOFTWARE
Financial planning
Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...
Superannuation
Financial planning software providers are hotly competing for superannuation fund clients....
Editorial
The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....
Editorial
PortfolioConstruction Forum asks: What's the latest for the major research fund houses?...
Financial planning
Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...
Financial planning
Xplan and Coin are the two most popular financial planning software providers, according to a new report released by Investment Trends....
Financial planning
COIN Office 3.6 now includes corporate actions and gives advisers more control over which actions they apply and when, streamlining the administration process....
Life/Risk
Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...
Financial planning
After a couple of tumultuous years, the financial planning software sector is heading for a period of simplicity. Janine Mace explores how providers are adopting a fresh ...
Financial planning
The financial planning industry has undergone significant change over the last few years. Janine Mace reports on the impact this has had on the financial planning softwar...
Financial planning
Financial planning software company, Midwinter Advice Solutions, has purchased AdviserTech from Zurich Financial Services....
Financial planning
AXA Australia has rolled out its new adviser portal called adviserweb, which allows both advisers and clients to interact with AXA through a single log in gateway....
Financial planning
Infocus Money Management is about to launch enhanced online capabilities of its financial planning software, part of a multi-million dollar investment in its IT infrastru...
Financial planning
A number of the weaknesses in smaller financial planning firms are rooted in a lack of understanding of their target client base, according to practice management consult...
Life/Risk
Aviva tops inaugural life insurance benchmarking report but AMP and Macquarie ahead on advice integration....
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Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...