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SOFTWARE
Financial planning
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
Financial planning
Software upgrades to boost scaled advice opportunities....
Financial planning
Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....
Financial planning
Amid the implementation Future of Financial Advice (FOFA) requirements, Infocus chief executive Rod Bristow said a many Infocus offices have seen an increase in new busin...
Financial planning
Convenience of cloud storage overlooks need to keep client files secure....
Superannuation
Super IP-owned Class Super has unveiled its SuperStream-ready self-managed super fund (SMSF) software....
Funds management
ANZ Global Wealth is focusing on digital technology through its online and mobile avenues to connect customers....
Superannuation
Australia Post looks to offer digital services to super funds amid rapidly declining traditional revenues....
Life/Risk
Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...
Financial planning
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...
Superannuation
AMP has added 1,200 accounts to its self-managed superannuation fund (SMSF) business after acquiring Supercorp’s SMSF administration business YourSMSF. ...
Policy & Regulation
The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....
Life/Risk
Life insurer TAL has unveiled a new technology solution for its latest partner, which it says aligns the group insurance market with global standards for the first time. ...
Financial planning
Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....
Financial planning
The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....
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Podcast
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...