POWERED BY MOMENTUM MEDIA
SOFTWARE
People & Products
Coin Financial Software has announced a change of senior management, as the head of Coin, Robert McCabe, moves into a new role within Macquarie Banking and Financial Serv...
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...
Never miss the latest news and developments in wealth management industry
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...