SOFTWARE
Financial planning
The Deakin Financial Services Group is on the hunt for nearly 100 further planners and will set up its own master trust and front end software systems after a marathon me...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
Financial planning
The highly competitive race to become the pre-eminent provider of straight through processing services to the Australian managed fund market came to a head last week, wit...
Financial planning
Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...
Financial planning
Fiducian Portfolio Services has acquired Bodinnars Personal Financial Planners for $3 million....
Financial planning
Fiducian Portfolio Services is gearing up to launch its own financial planning software and administration system as well as boosting the number of its offices to 30 by t...
Financial planning
Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...
Financial planning
Administration and software provider SunGard has slammed the progress of e-commerce in Australia’s financial services sector, despite the imminent announcement of a Mfund...
Financial planning
From an early age, Kevin Bailey knew he wanted to be involved in financial services. However, when you’re a teenager and there is no such occupation as a financial planne...
Financial planning
InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...
Financial planning
The Australian Stock Exchange (ASX) and IWL have joined forces to provide a straight through processing service for the unlisted managed fund and superannuation industrie...
Financial planning
Product innovation and demographic change is making margin lending products more attractive to a wider audience. SUE WEBSTER reports on the push of margin lending into th...
Financial planning
The FSRA is nothing more than a furphy for Nick Bruining who has found that its just another way to make him prove what he does for a living....
Financial planning
Margin lending has continued to grab the interest and attention of the financial services industry with JDV announcing the rollout of a margin lending back office allianc...
Editorial
Norwich Union has recovered from last year’s write-downs to post a $72.1 million operating profit for the year ending December 2001....
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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...