POWERED BY MOMENTUM MEDIA
SOFTWARE
Financial planning
Praemium's V-Wrap platform has become the first portfolio administration platform to be accredited by the Institute of Chartered Accountants in England and Wales, the com...
Financial planning
The platform and financial services provider has introduced new modelling and rebalancing technology to its products....
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
Financial planning
Centric chairman Philip Kelly spoke with Lucinda Beaman about the financial services industry and his plans for 2010....
People & Products
Darelle Jenkins has been appointed as national manager, AdviserNETgain, effective from February 8....
Editorial
Mark Halsey takes a look at recommendation two of the PJC inquiry into financial products and services and its potential implications for the industry....
Financial planning
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
Financial planning
Research conducted by Investment Trends has found satisfaction with planning software continues to wane, while new entrants to the market are proving popular. ...
Financial planning
Iress has acquired Singapore-based independent software provider SENTRYi, a company offering multi-lingual investment planning tools for the Asian marketplace....
Financial planning
Melbourne-based superannuation administrator GPen changes name to Admin Partners....
Life/Risk
Agreement between third-party insurer and specialist software provider sets scene for growth....
Financial planning
Research from Investment Trends has found that despite risk advice continuing to be an important part of financial planning practices, revenue from risk remains small in ...
Financial planning
Financial services technology provider OneVue is claiming to be fully independent following the acquisition of shares by Pentafin....
Financial planning
New software is being introduced that will allow superannuation funds to take members right through to a draft Statement of Advice - all online and without needing to tal...
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
Never miss the latest news and developments in wealth management industry
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,...