SOFTWARE

Financial planning

The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....

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Superannuation

Wealth administration group Wealthtrac has released a wrap-style mobile app which allows users to set up a self-managed superannuation fund (SMSF). ...

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Financial planning

With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...

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Financial planning

Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technolog...

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Funds management

Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....

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Financial planning

Small business owners under the age of 40 are increasingly more likely to use social media to bolster their operations and communications. ...

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Financial planning

Private equity firm takes full control of soon-to-be-unlisted software provider...

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Superannuation

Link Group has acquired technology vendor Syncsoft....

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Financial planning

New research suggests one in four financial services firms running core systems on legacy technology....

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Financial planning

Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...

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Financial planning

Financial Synergy has released the latest version of its Acurity platform, including what it says are the most up-to-date SuperStream rollover messaging formats. ...

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Funds management

Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...

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Financial planning

Listed technology provider posts modest half-year profit....

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Financial planning

NAB-owned corporate super provider Plum has rolled out a new online advice tool allowing members to tailor content according to their life stage and generate a statement ...

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Financial planning

The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...

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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 10 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 11 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 11 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago