SOFTWARE
Financial planning
A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...
Financial planning
Supplier of software and support systems to the financial services industry, Bravura Solutions, has consolidated its presence internationally after completing a deal to p...
Financial planning
Citibank has formed an alliance with Coin Software to roll out the Coin offering to the Citibank financial adviser network within the Citigold Relationship Banking busine...
Financial planning
Wall Street stocks struggled throughout most of Tuesday’s session on mixed economic data that showed strength in manufacturing but a sagging housing market and weak car s...
Financial planning
Software developer Salesforce.com will launch a web-based customer relationship management system aimed directly at financial advisers....
Financial planning
HBOS’ wealth creation arm, St Andrew’s Australia, has signed an agreement with wealth management applications and professional services provider Bravura Solutions to util...
Life/Risk
ING has made access to its OneCare insurance product range easier for both financial planners and their clients by allowing applications to be generated electronically vi...
Financial planning
A broader range of commission options for advisers is among a number of product and service enhancements made by Zurich Financial Services to its range of life risk polic...
Financial planning
After approaching wealth management infrastructure solutions provider IWL in February with an offer to buy its specialist financial advisory software subsidiary, includin...
Financial planning
Wealth management infrastructure solutions provider IWL has shown the first signs it will sell off its financial services software arm, Visiplan, to IRESS Market Technolo...
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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...