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SOFTWARE
Financial planning
The technology surrounding simple advice has been the focus of both financial planners and software developers in the last 12 to 18 months, according to Investment Trends...
Financial planning
The possibility of having to comply with opt-in requirements has emerged as a minor issue for members of the Boutique Financial Planning Principal's Group (BFPPG) attendi...
Top 100
As the risk market becomes more competitive due to the consistently strong demand for insurance products, life companies have truly embraced adviser feedback. The Money M...
Superannuation
If implemented properly, a shift to providing data via the 'cloud' can be a boon for SMSFs, according to David Mendelovits, business development manager for Supercorp....
Financial planning
The Australian market will continue to see elevated levels of volatility for the foreseeable future, while there will be a continuation of the concentration within the fi...
Superannuation
Sage HandiSoft partners with Auditflow to launch cloud-based audit product....
Financial planning
Iress Market Technology is set to upgrade its product range to support the anticipated move to multi-markets....
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
The probability of launching a financial product and having it be unsuccessful is higher than it has been in the past, meaning providers need to shift their focus more to...
Financial planning
Self-managed superannuation fund (SMSF) administration software provider BGL Corporate Solutions has moved to IRESS for supply of its managed fund price, dividend distrib...
Financial planning
Adviser usage of online applications (eApps) for life insurance has plateaued, according to a survey commissioned by Zurich....
Superannuation
VicSuper has partnered with Provisio Technologies to deliver ‘single issue’ advice on a more widespread scale. ...
Superannuation
BGL moves ahead of SuperStream with new SMSF offerings....
Financial planning
Hunter Hall Investment Management has today announced the launch of a new mobile website following what it regards as the success of its new master website - something th...
Financial planning
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
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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,...