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FINANCIAL PLANNING SOFTWARE
Financial planning
Advisers to benefit from increased automation....
Financial planning
Plan to expand throughout Australia....
Financial planning
Survey of financial planners reveals surprising results....
Financial planning
Financial services are in boom phase, which has brought remuneration to unsustainable levels. Robert Keavney examines the impact on financial planning firms today and con...
Financial planning
DDH Graham provides advisers with better access to information....
Financial planning
As a business grows and enters the next stage of development it is typically seeking ways to differentiate its service and streamline its operations, all within the conte...
Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...
Financial planning
Coin Financial Planning Software has acquired a 50 per cent stake in back-office financial planning software provider Olicc....
Financial planning
ING-owned dealer group RetireInvest has signed a heads of agreement with IRESS Market Technology, which will see its authorised representatives switch from using VisiPlan...
Financial planning
A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...
Financial planning
Wealth management infrastructure solutions provider IWL has shown the first signs it will sell off its financial services software arm, Visiplan, to IRESS Market Technolo...
Financial planning
Former employees of Investment Data Technologies are yet to receive their entitlements despite the financial planning software provider entering voluntary administration ...
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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,...