FINANCIAL PLANNING SOFTWARE

Financial planning

The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...

Financial planning

Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...

Financial planning

IWL has released an enhanced version of VisiPlan, the group’s widely used financial planning software solution....

Financial planning

Despite recent, sizeable purchases and a general downturn in the market InvestorWeb (IWL) has reported a further quarter of positive operating cash flow, shrugging off ca...

Financial planning

It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...

Financial planning

<caps>Major</caps> Singaporean corporates may be eyeing Australia’s telecommunications, airlines and financial services industries, but a band of smaller Australian finan...

Financial planning

Online financial services group InvestorWeb has beefed up its commitment to financial planning software with the signing of former AM Corporation executive David Harley a...

Financial planning

Online financial services group InvestorWeb has signed a contract to provide its VisiPlan software to all planners working under the Partnership Planning dealer umbrella....

Financial planning

Online financial services group InvestorWeb has signed a deal that will roll out its new web-based financial planning software to more than 100 advisers....

Financial planning

IFP is ramping up its Application Service Provider (ASP) platform in a bid to bolster its financial planner back office support business....

Financial planning

Financial planning software and research group Investment Data Technologies (IDT) will proceed with a public listing in October next year according to managing director D...

Financial planning

After selling a 50 percent stake to Perpetual Trustees in 1997, Investor Security Group was able to free up back office functions while retaining independence to serve hi...

Financial planning

</B>Investor Security Group has always prided itself on its commitment to independence and integrity. Simon Segal asks ISG boss Rob Keavney how the stance has affected th...

Financial planning

Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....

Financial planning

Financial planners and boutique fund manager Fiducian Portfolio Services closed on its first day of trading just four cents down on its $1.20 issue price....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 week 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 weeks 2 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 1 day ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

1 week 5 days ago