SOFTWARE

Superannuation

A number of changes to the superannuation guarantee (SG) arrangements are scheduled to take effect shortly. Andrew Lawless explains....

Financial planning

Claims financial planners are over-reliant on software....

Financial planning

JUSTIN LIM looks at the positive and negative impacts of technology on the financial planning industry and discusses the degree to which financial advisers should rely on...

Financial planning

GLENN PEARCE explains how dealer group WB Financial has taken the functionality of its financial planning software system one step further to create a customised cash flo...

Financial planning

In today’s environment, can a financial adviser effectively and appropriately handle the financial planning needs of 1,000 clients?...

Financial planning

Composer package picked up by new UK wealth management firm....

Financial planning

New product....

Financial planning

Software provider requests halt pending announcement....

Financial planning

An exclusive deal has resulted in SOA inserts being available through the platform....

Financial planning

Moves to comply with AML/CTF Act....

Financial planning

BlackRock still leads industry....

Funds management

To launch a new online equities trading facility on its eWRAP investment platform....

Financial planning

Iress acquisition likely to result in innovative new service....

Life/Risk

Risk wrapped up in planner technology....

Financial planning

Plans to drive the software firm further....

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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 3 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....

6 days 3 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 4 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 2 days ago