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. ...

image
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...

image
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 ...

image
People & Products

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

image
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...

image
Financial planning

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

image
Financial planning

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

image
People & Products

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

image
People & Products

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

image
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....

image
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....

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

18 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 19 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago