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Financial planning
When it comes to fee disclosure statements, advisers need to consider what the regulator wants; what is expected from a legal viewpoint; and how disengaged clients are li...
Superannuation
Challenger has announced its Challenger Retirement Fund is the first super fund in Australia to sign up to a SuperStream rollover gateway....
Financial planning
Financial software provider Rubik Financial Limited has signed a provisional agreement to acquire Provisio Software, a provider of scaled and online advice technology to ...
Financial planning
Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....
Financial planning
Perpetual and software provider DomaCom have entered into an agreement which will see Perpetual act as responsible entity and custodian to DomaCom’s new SMSF platform....
Financial planning
Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....
Financial planning
Engaging with clients is one thing, but financial planners need to engage with and understand their referral partners if they want to grow their businesses....
Financial planning
As financial advisers seek new ways to save time on their processing needs, AIA Australia has enhanced its online quoting and application solution in order to meet a grow...
Superannuation
WHK is in the process of assessing super fund IT providers to help the group improve its SMSF client services....
Financial planning
For a financial adviser, building a strong marketing capability via social media needs to start with a professional website, something that is now cheaper and less compli...
Financial planning
Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms....
Financial planning
DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 AFSLs that advise on a total of $3 billion....
Financial planning
Large companies might reconnect with the SMSF community through the provision of outsourced administration services, according to Bravura Solutions' Garradin manager Darr...
Financial planning
Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....
Financial planning
Rubik has appointed Wayne Wilson to head up COIN and flagged potential further acquisitions in the Australian market. ...
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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...
So we are now underwriting criminal scams?...