A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experi...

Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software....

Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....

Software system requires little servicing, comes with automatic online upgrades....

In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...

The current economic climate has put pressure on financial planning practices throughout Australia and around the world....

Macquarie subsidiary Coin Software now has full ownership of planning software provider Olicc Technologies, but planners will be able to continue to use the latter as a s...

Financial planning software developed that aims to reduce the risk associated with margin lending advice....

MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....

Storm offshoot moves to Brisbane....

Former state manager promoted to national manager....

A focus on slashing costs and increasing efficiencies to minimise damage to the bottom line....

HBOS Australia to use Xplan software....

Compatibility testing completed....