POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING SOFTWARE
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
Financial planning
Rubik will boost its commission and revenue management systems after announcing the licensing and purchase of two software packages to be integrated into its COIN package...
Financial planning
Rubik will purchase two competing software providers to expand its commission and revenue management systems. ...
Financial planning
Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....
Financial planning
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
Financial planning
Fiducian Portfolio Services Limited has developed a new software solution intended to allow planners to compile fee disclosure statements. ...
Financial planning
There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
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
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 ...
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Financial planning
Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....
Editorial
As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...
Editorial
How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
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...