Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....

With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...

Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....

Software upgrades to boost scaled advice opportunities....

Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....

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...

Convenience of cloud storage overlooks need to keep client files secure....

Super IP-owned Class Super has unveiled its SuperStream-ready self-managed super fund (SMSF) software....

ANZ Global Wealth is focusing on digital technology through its online and mobile avenues to connect customers....

Australia Post looks to offer digital services to super funds amid rapidly declining traditional revenues....

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. ...

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...

AMP has added 1,200 accounts to its self-managed superannuation fund (SMSF) business after acquiring Supercorp’s SMSF administration business YourSMSF. ...

The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....