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Financial planning
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...
Financial planning
Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future changes, as advisers complain the technolog...
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 ...
Financial planning
There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings....
People & Products
The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process....
Financial planning
Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma ...
Financial planning
In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....
Funds management
In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....
Funds management
Following Iress’ acquisition of OneVue, advisers and fund managers will be able to have direct access to buy, sell, and report all managed funds on OneVue’s registry via ...
Financial planning
The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....
Financial planning
Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue....
Features
There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days of the deep pockets of the big banks are...
Financial planning
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
Financial planning
Independent financial advisers aligned with MLC Wealth will have access to up to $10,000 to help them transition to IOOF, but it is in no way a ‘sign-on bonus’ according ...
People & Products
The integration focuses on automation for advisers and accountants, with the Class data feed being able to provide an up-to-date view of client wealth for financial advis...
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...