Xplan and Coin are the two most popular financial planning software providers, according to a new report released by Investment Trends....

While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...

New Investment Trends research reveals who is using what amid a growing trend by planners to write risk and life....

Fund managers, super funds and other financial services organisations still have a long way to go before they rebuild the investor trust they lost during the global finan...

Changes to the way the financial services industry operates are keeping the master trust and platform sector on its toes, says Janine Mace....

Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...

New research reveals the way the banning of commissions and the implementation of FOFA will push up the cost of advice....

Financial Planning Association chief Mark Rantall has warned against the pricing pressures created by “over regulation”, resulting in an inflation of the cost...

New research has revealed the extent of the divide between what consumers want to pay for advice and what it really costs....

New research reveals SMSF trustees remain heavily exposed to cash....

SMSFs have emerged as an important revenue stream for planners and planning industry support services....

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...

While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....

Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...