SOFTWARE
Financial planning
Funds under advice for dealer groups continue to grow which is typical in times of very healthy investing conditions, however the total figure doesn’t always show the com...
Top 100
The leading providers of financial research identified in this year’s Money Management Top 100 Dealer Groups survey employ a number of different approaches, ranging from ...
Financial planning
Bravura increases its client base and capabilities....
Financial planning
DDH Graham provides advisers with better access to information....
Financial planning
Twelve months down the track takeover target calls time....
Funds management
Private equity firm Souls has picked up a 35 per cent stake in Brisbane-based superannuation administration software provider Supercorp....
Financial planning
Financial planning software provider Iress buys into South African market...
Financial planning
In an effort to improve its practice management framework, a leading financial planning practice in the Genesys Wealth Advisers dealer group has installed a new human res...
Financial planning
As a business grows and enters the next stage of development it is typically seeking ways to differentiate its service and streamline its operations, all within the conte...
Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...
Financial planning
BT Financial Group has enhanced the ease of use of its BT Wrap platform by allowing data from financial planning software packages Xplan and VisiPlan to be automatically ...
Financial planning
Coin Financial Planning Software has acquired a 50 per cent stake in back-office financial planning software provider Olicc....
Financial planning
ING-owned dealer group RetireInvest has signed a heads of agreement with IRESS Market Technology, which will see its authorised representatives switch from using VisiPlan...
Financial planning
Private investment manager Next Financial has signed Bravura Solutions for another two years as the administration systems provider for its individually managed accounts ...
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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...