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SOFTWARE
Financial planning
Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...
People & Products
Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions. ...
Financial planning
Intelliflo chief executive, Nick Eatock, has discussed the firm’s official launch into the Australian market and why his experience in the UK means he is hopeful adviser ...
People & Products
Online threats against Australian financial services firms have almost tripled in the first half of 2022, according to software company Imperva. ...
People & Products
Count Financial has announced an exclusive partnership with Annature to provide integrated eSigning and ID Verification software solutions to its national community of fi...
Financial planning
Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...
People & Products
Irish administration and compliance software company Financial Risk Solutions has announced its entry into the Australian investment administration software market....
Expert Analysis
West Australian adviser, Vincent Holland, discusses what is likely to change for financial planning practices as they seek to deal with the consequences of the Royal Comm...
Financial planning
A new white paper has identified scope for new entrants amid planner dissatisfaction with existing financial planning and CRM software....
Financial planning
Financial software provider Bravura Solutions has appointed a new global head of engineering for its wealth management division....
People & Products
Bravura Solutions has won a five-year extension to its relationship with Lloyds Banking Group covering the insurance business....
People & Products
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....
Life/Risk
YTML has this week announced a strategic partnership with risk specialist technology firm, Omnium, to deliver new offerings for advisers in the life insurance space....
Financial planning
While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over security and migration, IT on Cloud believe....
Financial planning
Sentry Group has teamed up with fintech provider, Intiger Asset Management, to provide a centralised back office administration and para planning solution to its advisers...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...