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FINANCIAL PLANNING SOFTWARE
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While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Financial planning
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
Financial planning
Planners will be spoilt for choice as the battle for financial planning software moves from the desktop to the cloud, with new entrant OpenWealth set to launch an online ...
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Financial planning
Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....
Editorial
As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...
Editorial
How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...
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...
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FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...