Powered by MOMENTUM MEDIA
moneymanagement logo
 

SOFTWARE

Superannuation

A number of changes to the superannuation guarantee (SG) arrangements are scheduled to take effect shortly. Andrew Lawless explains....

Financial planning

Claims financial planners are over-reliant on software....

Financial planning

JUSTIN LIM looks at the positive and negative impacts of technology on the financial planning industry and discusses the degree to which financial advisers should rely on...

Financial planning

GLENN PEARCE explains how dealer group WB Financial has taken the functionality of its financial planning software system one step further to create a customised cash flo...

Financial planning

In today’s environment, can a financial adviser effectively and appropriately handle the financial planning needs of 1,000 clients?...

Financial planning

Composer package picked up by new UK wealth management firm....

Financial planning

New product....

Financial planning

Software provider requests halt pending announcement....

Financial planning

An exclusive deal has resulted in SOA inserts being available through the platform....

Financial planning

Moves to comply with AML/CTF Act....

Financial planning

BlackRock still leads industry....

Funds management

To launch a new online equities trading facility on its eWRAP investment platform....

Financial planning

Iress acquisition likely to result in innovative new service....

Life/Risk

Risk wrapped up in planner technology....

Financial planning

Plans to drive the software firm further....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

6 days 9 hours ago