SOFTWARE
Financial planning
Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....
Financial planning
Investment management software supplier DST International (DSTi) has picked up Melbourne based unit registry developer MaxTrak Technology for a sum described as “multi-mi...
Financial planning
Mercantile Mutual has rebranded its life insurance broking arm into a dealer group, AustAdvis-ers, in a bid to attract planners seeking a solution to licensing changes sl...
Financial planning
Global Technology Fund Take Off Whether or not you believe that the economy has undergone a paradigm shift, there is no denying that ‘new economy’ stocks have left the...
Financial planning
Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....
Financial planning
Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...
Life/Risk
Income protection has had its fair share of trouble in the past five years as life insurance groups have scrambled to fix loss-making books of business. One major trend r...
Financial planning
Australian stocks have been battered this morning as the local bourse follows the journey south of the US stock markets....
Financial planning
The Australian Securities and Investments Commission (ASIC) recently issued a warning, telling investors and advisers to be aware of the pitfalls of share trading systems...
Financial planning
Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....
Financial planning
Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...
Financial planning
US fund managers are now offering three types of wrap account as the next gen-eration of products....
Financial planning
Software developed by Australian-based funds management group BBL Funds Manage-ment is making inroads into the Asian markets with deals signed in Singapore and India....
Financial planning
Two years ago, Advisor Investment Services was going through one of the most turbulent periods in its 18 year history. Today, the group has steadied and is back in the bl...
Financial planning
There is no computer software that can make you ‘get rich quick’, so don’t be fooled by sales hype and inflated claims, says Director of the Australian Securities and Inv...
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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...