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FINANCIAL PLANNING SOFTWARE
Financial planning
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...
Financial planning
Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software....
Financial planning
Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....
Financial planning
Software system requires little servicing, comes with automatic online upgrades....
Financial planning
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. ...
Editorial
The current economic climate has put pressure on financial planning practices throughout Australia and around the world....
Financial planning
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
Financial planning software developed that aims to reduce the risk associated with margin lending advice....
Financial planning
MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....
Financial planning
Storm offshoot moves to Brisbane....
People & Products
Former state manager promoted to national manager....
Financial planning
A focus on slashing costs and increasing efficiencies to minimise damage to the bottom line....
Financial planning
HBOS Australia to use Xplan software....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...