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FINANCIAL PLANNING SOFTWARE
Financial planning
Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....
Financial planning
AllMyFunds believes a need to economically service C and D clients and potential opt-in requirements will help it gain ground in the competitive financial planning softwa...
Financial planning
Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Editorial
Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...
Financial planning
Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...
Financial planning
Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...
Superannuation
Financial planning software providers are hotly competing for superannuation fund clients....
Editorial
The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....
Editorial
PortfolioConstruction Forum asks: What's the latest for the major research fund houses?...
Financial planning
Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...
Financial planning
Xplan and Coin are the two most popular financial planning software providers, according to a new report released by Investment Trends....
Financial planning
COIN Office 3.6 now includes corporate actions and gives advisers more control over which actions they apply and when, streamlining the administration process....
Life/Risk
Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...
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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...