SOFTWARE
Editorial
Iress Market Technology has been buoyed by strong revenue growth from its Xplan financial planning software business to lift its net profit by 3.3 per cent to $16.09 mill...
Financial planning
Standard and Poor’s has pledged to keep the majority of Assirt staff, as well as maintain the Assirt brand, after it ended month’s of speculation by agreeing to buy the r...
Financial planning
Technology provider Boss Software has incorporated six new next-generation strategic modelling tools into its Dimensions financial planning system as the first stage of a...
Financial planning
The Packer media empire will play a large part in Challenger’s bid to make a household name of its rebranded dealer group, Genesis Wealth Advisers....
Financial planning
Wealth management group IWL has notched up what it says is a record half-year result for 2005, posting earnings growth of 43 per cent on the corresponding 2004 half-year....
Financial planning
FuturePlus Financial Services has struck a deal with software provider Milestone to implement its integrated fund processing and analytic software platform....
Financial planning
BT Financial Group has developed a new software program that channels superannuation contributions to various funds in an attempt to lighten the administrative load that ...
Financial planning
Fledging financial services software company Bravura Solutions added Syscorp to its takeover menu today as well as finalising the acquisition of another major software pr...
Financial planning
Count Financial has bought the planning software already used by most of its advisers, Interact, from IOOF Investment Management after the latter opted to sell the packag...
Financial planning
In 2002 the humble brussel sprout was elevated to celebrity status in Australia’s retirement industry through NRMA and its offshoot, ClearView Retirement Solutions....
Financial planning
Australian Unity Financial Planning has replaced Garrisons as its back office administrator following a deal being struck with IOOF Funds Management-owned OutScope....
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
Financial planning
Recent ‘Point of View’ comments on the future of ‘networks’ by Ray Miles and Paul Brown (MM September 9, August 26) raise some interesting challenges and concerns for ins...
Financial planning
Even the most technology savvy financial planners are inclined to switch off when the discussion turns to ‘straight through processing’. But that could soon change, write...
Editorial
Retail investors are diving into option trading, writes Dominic McCormick. But will they be out of their depth when markets take a plunge?...
Never miss the latest news and developments in wealth management industry
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...