Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Mortgage Choice has opened a financial planning business which will commence initial operations next month and aims to have 60 advisers within three years....
IRESS will continue to supply financial planning software to National Australia Bank's advice channels under a renewed multi-year agreement....
Fledgling financial planning software developers may be able to utilise an advertising funding model to stake a claim in the market....
Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....
Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....
Financial services industry veteran Arthur Naoumidis is to offer free financial planning software after picking up CARM's offerings in a liquidation sale....
Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....
AllMyFunds believes a need to economically service C and D clients and potential opt-in requirements will help it gain ground in the competitive financial planning softwa...
Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...
Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...
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. ...