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Financial planning
Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....
Financial planning
With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...
Financial planning
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
Financial planning
Software upgrades to boost scaled advice opportunities....
Financial planning
Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....
Financial planning
Amid the implementation Future of Financial Advice (FOFA) requirements, Infocus chief executive Rod Bristow said a many Infocus offices have seen an increase in new busin...
Financial planning
Convenience of cloud storage overlooks need to keep client files secure....
Superannuation
Super IP-owned Class Super has unveiled its SuperStream-ready self-managed super fund (SMSF) software....
Funds management
ANZ Global Wealth is focusing on digital technology through its online and mobile avenues to connect customers....
Superannuation
Australia Post looks to offer digital services to super funds amid rapidly declining traditional revenues....
Life/Risk
Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...
Financial planning
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...
Superannuation
AMP has added 1,200 accounts to its self-managed superannuation fund (SMSF) business after acquiring Supercorp’s SMSF administration business YourSMSF. ...
Policy & Regulation
The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....
Life/Risk
Life insurer TAL has unveiled a new technology solution for its latest partner, which it says aligns the group insurance market with global standards for the first time. ...
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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,...