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SOFTWARE

People & Products

The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth. ...

Financial planning

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...

People & Products

The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renew...

Financial planning

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...

People & Products

Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions. ...

Financial planning

Intelliflo chief executive, Nick Eatock, has discussed the firm’s official launch into the Australian market and why his experience in the UK means he is hopeful adviser ...

People & Products

Online threats against Australian financial services firms have almost tripled in the first half of 2022, according to software company Imperva. ...

People & Products

Count Financial has announced an exclusive partnership with Annature to provide integrated eSigning and ID Verification software solutions to its national community of fi...

Financial planning

Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...

People & Products

Irish administration and compliance software company Financial Risk Solutions has announced its entry into the Australian investment administration software market....

Expert Analysis

West Australian adviser, Vincent Holland, discusses what is likely to change for financial planning practices as they seek to deal with the consequences of the Royal Comm...

Financial planning

A new white paper has identified scope for new entrants amid planner dissatisfaction with existing financial planning and CRM software....

Financial planning

Financial software provider Bravura Solutions has appointed a new global head of engineering for its wealth management division....

People & Products

Bravura Solutions has won a five-year extension to its relationship with Lloyds Banking Group covering the insurance business....

People & Products

SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 6 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago