POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING SOFTWARE
Financial planning
Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....
Financial planning
AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....
Financial planning
The Australian Stock Exchange (ASX) has signed a heads of agreement with fund administration software provider, InfoComp, as part of its bid to launch its much awaited un...
Financial planning
The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...
Financial planning
TECHNOLOGY has moved from the days of being an optional extra to being a core part of every planning business and dealer group....
Financial planning
THE Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...
Editorial
It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....
Editorial
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
Financial planning
Sealcorp has added an online tool, ePlan, to its Advisernet financial planning software platform, allowing the software to automatically generate a financial plan on beha...
Financial planning
Fiducian Portfolio Services has acquired Bodinnars Personal Financial Planners for $3 million....
Financial planning
Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...
Financial planning
From an early age, Kevin Bailey knew he wanted to be involved in financial services. However, when you’re a teenager and there is no such occupation as a financial planne...
Financial planning
Fiducian Portfolio Services has acquired Bodinnars Personal Financial Planners for $3 million....
Financial planning
Fiducian Portfolio Services is gearing up to launch its own financial planning software and administration system as well as boosting the number of its offices to 30 by t...
Financial planning
Oasis Asset Management has finalised a deal with the Queensland based financial planning group, Financialline, marking the fifth such partnership agreement signed by Oasi...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...