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
Software provider requests halt pending announcement....
Financial planning
An exclusive deal has resulted in SOA inserts being available through the platform....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...