SOFTWARE
Financial planning
Rural financial planning group Elders Securities has partnered with MLC, agreeing to replace its own in-house planning systems with ready made versions supplied by the fi...
Financial planning
IWL’s plan to take full control of rival online broker JDV has failed, after the deal was blocked by two of JDV’s major shareholders....
Financial planning
Navigator has introduced a free online system which it claims will help employers administer payments to different employee super funds when choice begins on July 1....
Financial planning
The message is clear, says Sue Laing, financial planners must address risk with their clients. And if they are not going to form a strategic alliance with a risk adviser,...
Life/Risk
Under the new Financial Services Reform regime, AFS licensees will be required to address risk in the same way they address other areas. SUE LAING reports....
Financial planning
Is history haunting change in financial planning distribution?...
Editorial
Count Financial will announce at its annual conference today that it is offering a new software system to its aligned accountants and advisers, as well as confirming that...
Financial planning
Advisory software and research provider IWL has posted its ninth and final extraordinary monthly earnings update in its bid to keep shareholders of stock broking firm JDV...
Financial planning
Advisory software and research provider IWL tried to keep shareholders of stock broking firm JDV keen on a takeover bid yesterday by posting an extraordinary monthly earn...
Financial planning
Financial planning software provider Xplan has enhanced its service offering, teaming up with Navigator to supply client and transaction information from the latter’s pla...
Financial planning
Former InvestorWeb executives Toby Potter and Paul Collins have turned up at Model Portfolios, a new administration service for individually managed accounts....
Financial planning
Financial Planners will face tougher conduct guidelines after a new code of practice was issued today, raising the bar on disclosure and urging advisers to give up commis...
Financial planning
Financial Planners today are happier with the level of service provided by their dealership. More specifically, they are happier with the amount of professional indemnity...
Financial planning
The former managing director and founder of online broker Sanford Securities has been banned from providing financial services in relation to securities for five years....
Financial planning
Coin Software has dealt another blow to its competitors in the highly competitive adviser software market after striking a deal with Goldman Sachs JBWere Private Clients ...
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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...