POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING SOFTWARE
Financial planning
Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....
Financial planning
Software system requires little servicing, comes with automatic online upgrades....
Financial planning
In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...
Editorial
The current economic climate has put pressure on financial planning practices throughout Australia and around the world....
Financial planning
Macquarie subsidiary Coin Software now has full ownership of planning software provider Olicc Technologies, but planners will be able to continue to use the latter as a s...
Financial planning
Financial planning software developed that aims to reduce the risk associated with margin lending advice....
Financial planning
MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....
Financial planning
Storm offshoot moves to Brisbane....
People & Products
Former state manager promoted to national manager....
Financial planning
A focus on slashing costs and increasing efficiencies to minimise damage to the bottom line....
Financial planning
HBOS Australia to use Xplan software....
Financial planning
JUSTIN LIM looks at the positive and negative impacts of technology on the financial planning industry and discusses the degree to which financial advisers should rely on...
Financial planning
Iress acquisition likely to result in innovative new service....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...