POWERED BY MOMENTUM MEDIA
SOFTWARE
People & Products
The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth. ...
Financial planning
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. ...
People & Products
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renew...
Financial planning
Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...
People & Products
Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions. ...
Financial planning
Intelliflo chief executive, Nick Eatock, has discussed the firm’s official launch into the Australian market and why his experience in the UK means he is hopeful adviser ...
People & Products
Online threats against Australian financial services firms have almost tripled in the first half of 2022, according to software company Imperva. ...
People & Products
Count Financial has announced an exclusive partnership with Annature to provide integrated eSigning and ID Verification software solutions to its national community of fi...
Financial planning
Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...
People & Products
Irish administration and compliance software company Financial Risk Solutions has announced its entry into the Australian investment administration software market....
Expert Analysis
West Australian adviser, Vincent Holland, discusses what is likely to change for financial planning practices as they seek to deal with the consequences of the Royal Comm...
Financial planning
A new white paper has identified scope for new entrants amid planner dissatisfaction with existing financial planning and CRM software....
Financial planning
Financial software provider Bravura Solutions has appointed a new global head of engineering for its wealth management division....
People & Products
Bravura Solutions has won a five-year extension to its relationship with Lloyds Banking Group covering the insurance business....
People & Products
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....