SOFTWARE

Financial planning

Financial planning software provider Midwinter has rewritten its planner offering and shifted it online, with users set to use a cloud-based application in place of deskt...

The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...

Financial planning

Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....

Accounting

Accounting software provider MYOB has acquired the New Zealand-based BankLink in a move to bolster its cloud accounting capabilities. ...

Financial planning

Securitor rolls out a group-wide social media capability, with plans to use the platforms for professional development and technical training as well as providing a furth...

Financial planning

AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....

Funds management

New US research points to increasing use of mobile apps by wealth management clients....

Funds management

BGL Corporate Solutions has partnered with Aberdeen and Schroders to provide automated contract notes from managed funds....

Financial planning

DST markets Anova solution as capable of meeting APRA’s tougher data requirements....

Financial planning

IRESS launches XPLAN app aimed at adviser market....

Funds management

Selfwealth has partnered with Infinitas Asset Management to give its subscribers access to market and fund manager performance for not-for-profit backed portfolios....

Financial planning

Despite reports to the contrary, OneVue has seen advisers flock back to platforms as regulatory changes force them to run their practices more efficiently....

Policy & Regulation

Financial planning software provider COIN expects to be conducting Future of Financial Advice (FOFA) adjustments for the next 18 months. ...

Financial planning

Banks and financial institutions figure the poorest when it comes to engagement from their Facebook fans, according to the latest report from The Online Circle....

Financial planning

ASIC-run financial literacy website MoneySmart has launched a new reverse mortgage calculator which allows consumers and brokers to test ‘what if’ scenarios....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

6 days 21 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

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A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
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