FINANCIAL PLANNING SOFTWARE
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....
Superannuation
More details have been announced about the development of a new end-to-end service for the SMSF sector from superannuation software and compliance provider BGL Corporate ...
Financial planning
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
New Iress managing director assumes the helm on a $650,000 salary....
Financial planning
Move comes after restructure of back-office and review of research processes....
Financial planning
The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Ti...
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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...