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FINANCIAL PLANNING SOFTWARE
Financial planning
Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used 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...
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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...