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SOFTWARE
Financial planning
Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...
Policy & Regulation
Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering life policies....
Funds management
Cloud-based financial planning software provider, Adviser Intelligence, has signed a deal with investment technology firm Avocado Consulting....
People & Products
Financial services software provider, Bravura Solutions has appointed Peter Mann as an independent, non-executive director, having led both provider and adviser businesse...
Financial planning
Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....
Financial planning
Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...
Superannuation
Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....
Financial planning
Australian financial planners use less sophisticated software than US and UK counterparts and have focused on FOFA compliance instead of business efficiency....
People & Products
Software and processing solutions firm SunGard Australia has appointed Grant Ives for its newly created role of director insurance solutions....
Financial planning
Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
Financial planning
Rubik will purchase two competing software providers to expand its commission and revenue management systems. ...
Financial planning
WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....
Financial planning
Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....
Financial planning
With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...