SOFTWARE
Editorial
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
Financial planning
Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...
Financial planning
Macquarie Adviser Services and Supercorp Technology have integrated software to automate and streamline self-managed super fund (SMSF) transaction data....
Financial planning
Van Eyk Research has issued itself a glowing mid-year report card, celebrating what it regards as a strong performance....
Life/Risk
Sydney-based software vendor Omnium has launched an iPhone application for comprehensive life insurance quotes....
Financial planning
A number of the weaknesses in smaller financial planning firms are rooted in a lack of understanding of their target client base, according to practice management consult...
People & Products
SS&C Technologies Holdings has appointed Phil Banas as managing director responsible for Australian business....
Life/Risk
Aviva tops inaugural life insurance benchmarking report but AMP and Macquarie ahead on advice integration....
Financial planning
BT-owned dealer groups Securitor and Magnitude are among the latest to formalise a relationship with a mortgage broker as they seek to expand their potential revenue stre...
Financial planning
A number of themes are emerging in the global equities space, which makes it an ideal time to invest, says Brenda Reed....
Policy & Regulation
Australian small business owners are working overtime to fulfil their tax reporting obligations, spending almost 60 hours a year going over their books....
Superannuation
Netwealth has added a daily data feed from its investment wrap to SMSF software provider BGL....
Superannuation
More details have been announced about the development of a new end-to-end service for the SMSF sector from superannuation software and compliance provider BGL Corporate ...
Financial planning
Financial planning software company Midwinter Financial Services has modelled a potential new strategy based on the Government's decision to reverse changes to the rules ...
People & Products
Van Eyk Research has confirmed it has had more executive changes at the senior level, with former Standard & Poor's researcher John O'Brien named head of research and the...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...