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

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 1 hour ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago