SOFTWARE

Financial planning

Ignite Financial Systems and Research, the software company closely associated with Storm, will meet the regulator in the Brisbane Federal Court today....

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Superannuation

Specialist software provider Supercorp has released a new software package that enables advisers to access client SMSFs via the Internet....

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Financial planning

Advisers are now considering innovative marketing strategies such as online blogs and podcasts, but these initiatives can present challenges for some....

Financial planning

New software electronically sources and remits online super contributions....

Financial planning

Pilot program pays off as AMPFP rolls out Coin software with the objective to having 80 per cent of advisers using it by June....

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Life/Risk

Platform providers must increase the number of risk products on their platforms as advisers look to insurance to provide a greater source of revenue for their businesses ...

Financial planning

New appointments to claims team....

Financial planning

Financial planning software developed that aims to reduce the risk associated with margin lending advice....

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Financial planning

Financial services software provider Iress has defied the general market downturn to post a 24.4 per cent increase in group profit after tax of $48.5 million....

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Financial planning

SMSF software enhanced....

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Financial planning

Chief executive denies reports the company is seeking to provide financial planning advice in the future....

Financial planning

MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....

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Financial planning

Storm offshoot moves to Brisbane....

Financial planning

Includes five-year support provision....

Financial planning

Northern Trust expands into Australian superannuation....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago