SOFTWARE

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. ...

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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...

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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 ...

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People & Products

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

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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...

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Financial planning

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

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Financial planning

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

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People & Products

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

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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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Life/Risk

YTML has this week announced a strategic partnership with risk specialist technology firm, Omnium, to deliver new offerings for advisers in the life insurance space....

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Financial planning

While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over security and migration, IT on Cloud believe....

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Financial planning

Sentry Group has teamed up with fintech provider, Intiger Asset Management, to provide a centralised back office administration and para planning solution to its advisers...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago