SOFTWARE

People & Products

Former state manager promoted to national manager....

Financial planning

Decision made as part of 'strategic' refocus....

Financial planning

New automatic update and advice monitoring functions....

Financial planning

Three new appointments announced....

Financial planning

A focus on slashing costs and increasing efficiencies to minimise damage to the bottom line....

Financial planning

In-principle agreement for repayment of margin loans reached. ...

Financial planning

Finance houses turn to software when challenged....

Editorial

Praemium opts against paying cash bonuses and reduces depth of red ink....

Financial planning

The most successful are those that are properly defined and disclosed....

Financial planning

Managed accounts products get tick from Lonsec....

Financial planning

Bravura Solutions has been signed on to provide software to Statewide....

Financial planning

Bravura Solutions has been signed on to provide software to Statewide....

Financial planning

Internal promotion fills gap left by Bishop....

People & Products

Internal promotion fills gap left by Bishop....

Financial planning

New modules include transition manager and automatic commission disclosure....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 17 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago