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Life/Risk
The new insurance component compares 21 retail insurance providers and 107 super insurance providers. It also compares insurance on platform providers and will highlight ...
Financial planning
Software system requires little servicing, comes with automatic online upgrades....
Financial planning
The losses incurred by clients of Storm Financial could be traced back to the faulty systems employed by Colonial Geared Investments, according to a former key executive ...
Financial planning
There was a fair amount of confusion when the concessional contribution caps were introduced in the 2006 Federal Budget, and now it appears the ATO's own systems are misc...
Editorial
The current economic climate has put pressure on financial planning practices throughout Australia and around the world....
Life/Risk
According to Iress, wealth management companies are cutting back on software subscriptions, but subscriptions into insurance-based software are on the rise....
Financial planning
There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....
Financial planning
Client data is the lifeblood of an adviser’s business and any loss can be catastrophic in the long term....
Financial planning
In recent years advisers have been encouraged to move to 'paperless offices' and platform providers have actively pushed dealer groups to store their client data on the s...
Financial planning
Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin le...
Financial planning
The latest Investment Trends Platform report has seen Avanteos named the top platform for the third year in a row, but the research also reveals a platform industry hit h...
Financial planning
GBST Holdings to provide third-party clearing business to company....
Financial planning
Brisbane-based financial software provider Supercorp has acquired MYOB's superannuation software business, which services hundreds of accounting firms throughout Australi...
Financial planning
Sales of investor software accounting solutions for hedge funds and fund of funds is set to fall away over the next few years, according to researcher Celent. ...
Editorial
In every crisis there is opportunity, and I would suggest there has never been a better time for financial planners to assess their practices. ...
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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?...