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SOFTWARE
Financial planning
Software will automatically generate level premium structure when providing an insurance quote....
Editorial
Despite software cancellations, revenue for wealth management division up 4 per cent....
Editorial
It is often the commissions versus fees issue that overwhelms discussions about the appropriateness of the title 'profession' when applied to financial advice. ...
Financial planning
Move comes after restructure of back-office and review of research processes....
Editorial
In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....
Financial planning
Sustainability is the forgotten innovation in retail life insurance, writes Sean McCormack....
Financial planning
Dealer groups will need to reinvent themselves to survive, writes DAVID FOX....
Financial planning
The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Ti...
Financial planning
Financial planning practices are looking to pool their office resources in an attempt to lower costs and stave off forced mergers....
Financial planning
Small financial planning practices are struggling with the complex requirements and costs of running their businesses....
Financial planning
New life risk research and premium comparison software developed with Adviserlogic....
Financial planning
A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experi...
Financial planning
Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software....
Financial planning
Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....
Life/Risk
The new insurance component compares 21 retail insurance providers and 107 super insurance providers. It also compares insurance on platform providers and will highlight ...
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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,...