SOFTWARE
Financial planning
Challenger Life has stepped up its push into the retirement income streams mar-ket with the introduction of an online quote service for annuities. Challenger claims the s...
Funds management
US investors are flocking to index fund managers in droves. In the first three months of this year, Vanguard, America's second biggest mutual fund company, took in almost...
Financial planning
Senior management at life insurance research and software group BOSS has secured control of the group and acquired rivals Life Research. BOSS management has purchased the...
Financial planning
The latest version of ASSIRT Desktop financial planning software will be available from the middle of May, software manager Mark Perica announced at a briefing in Melbour...
Financial planning
I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...
Financial planning
A recent study has found that financial advisers are less aware of their Y2K than they ought to be. John Desmond outlines the findings of the survey and the impact of the...
Financial planning
Name : <B>Peter Graham Smith...
Financial planning
“Hello, Nick Bruining speaking.”...
Superannuation
Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...
Financial planning
Australian members of AOL now have access to the Quicken.com.au investment service, thanks to a recent alliance formed between AOL in Australia and Intuit, a leading inte...
Financial planning
New codes which identify parties to electronic commerce transactions are being developed for financial planners....
Financial planning
Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....
Financial planning
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...
Financial planning
1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...
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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...