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Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Financial planning
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
Financial planning
Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data....
Funds management
The majority of the investment management industry globally feels ill-equipped to deal with data aggregation requirements....
Financial planning
Final purchase price dependent on future earnings of scaled advice platform...
Financial planning
Provisio Technologies will offer its online advice tools to financial planners, expanding its user base from superannuation funds into the single and scale advice and pla...
Financial planning
Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....
Financial planning
Planners will be spoilt for choice as the battle for financial planning software moves from the desktop to the cloud, with new entrant OpenWealth set to launch an online ...
Superannuation
Corporate super advisers could adopt big data technology to drive business to their practices, according to BIT Group....
Financial planning
The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....
Superannuation
Web-based registry platform DST Bluedoor will expand into Europe after partnering with International Financial Data Services (IFDS), a joint venture between DST Systems a...
Financial planning
Financial planning software provider Midwinter has rewritten its planner offering and shifted it online, with users set to use a cloud-based application in place of deskt...
The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...
Financial planning
Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....
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How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...