SOFTWARE
Financial planning
In the 12 months to May 2012, the Australian contracts for difference market has grown significantly, spurred by on the ability of traders to adapt to an underperforming ...
People & Products
Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....
Financial planning
Since launching the solution in June, DomaCom has received more than 140 applications from financial planners and accountants wanting to trial its lifestyle road mapping ...
Financial planning
CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....
Financial planning
IOOF has released a mobile information application as part of its AdviserConnect program....
Superannuation
XPlan is developing a SOA template for four local government superannuation funds....
Editorial
Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...
Financial planning
By utilising social media, financial advisers can build a more efficient business and provide better outcomes for their clients, according to technology provider Iress. ...
Financial planning
The advice industry needs to work out the best way it can adapt to an increase in online participation by consumers....
Financial planning
Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....
Financial planning
Australian Unity Investments has extended its agreement to use OneVue's unit registry system for another five years....
Financial planning
Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...
Financial planning
Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...
Financial planning
Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...
Financial planning
Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...
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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...