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SOFTWARE
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
Software provider requests halt pending announcement....
Financial planning
An exclusive deal has resulted in SOA inserts being available through the platform....
Funds management
To launch a new online equities trading facility on its eWRAP investment platform....
Life/Risk
Risk wrapped up in planner technology....
Financial planning
Iress acquisition likely to result in innovative new service....
Funds management
Terms of acquisition outlined by Lift Capital still clouds transaction....
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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,...