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Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
Financial planning
Storm Financial co-founders Emmanuel and Julie Cassimatis seemed to be suffering from a bout of absent mindedness in the final days of hearings into the company's collaps...
People & Products
There have been changes in the senior ranks of Macquarie-owned company Coin Software, with Robert McCabe replacing Darelle Jenkins....
Financial planning
The Commonwealth Bank of Australia is in the process of implementing a new $800 million software system it hopes will allow it to more easily identify problems such as St...
Financial planning
Software companies need to start considering how to help advisers market their knowledge to potential clients....
Financial planning
Common standards for straight-through data processing will bring more efficiency for planners....
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Financial planning
Despite dealer groups developing their own software, major software companies control over half the market....
Financial planning
New Iress managing director assumes the helm on a $650,000 salary....
Financial planning
Will provide software to insurance advisers for a further three years....
Editorial
Stuart Fechner translates the persistently complex language of investment....
Financial planning
A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results....
Financial planning
Coin Software and Lonsec have partnered to provide monthly research reports to Coin Office users, amongst other research services....
Top 100
The top life companies in the Money Management/Dexx&r Adviser Choice Risk Awards are devoting more resources to adviser and client education to tap into the surging risk ...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...