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The Financial Planning Association has recruited Association of Superannuation Funds of Australia chief financial officer and company secretary Robert Swanbury as its new...
Financial planning
Financial planning group Storm Financial will undergo a major restructure of its research business to accommodate the group’s continued growth....
Financial planning
Wealth management infrastructure solutions provider IWL, through one of its subsidiaries, has secured a strategic holding in Etrade Australia’s shares....
Financial planning
RetireInvest has become the latest financial planning dealer group to implement Dealer Management Systems’ Adviser Online application across its authorised representative...
Financial planning
Recently-listed wealth management solutions provider Bravura has reported a strong first half, announcing a net profit after tax of $3.5 million on the back of a 118 per ...
Financial planning
Industry research group IRESS has renewed its pursuit of financial adviser software business, VisiPlan, after putting forward an acquisition proposal to IWL....
Financial planning
BT Financial Group has improved the functionality of its wrap product by allowing those financial planners who use Coin planning software to export customer data directly...
Financial planning
A risk insurance software company will commence live testing of a virtual adviser program using wireless technology....
Financial planning
Financial planning software provider IWL has posted record operating earnings for the half year to December 31, 2007, smashing last year’s record half-year earnings perfo...
Financial planning
Xplan has beaten its competition by ranking first in an independent review of Australian financial planning software....
Financial planning
A ‘quicklink’ function from the Macquarie Wrap adviser homepage and downloadable multiple dealer reports are among a number of new features the group has added to its pla...
Financial planning
A new software package that compares superannuation funds has begun to gain traction in the financial services marketplace, with the signing of its first client....
Financial planning
Wealth management applications provider Bravura Solutions has consolidated its presence in the UK market with the acquisition of Rufus Software and Rufus GTA software fro...
Financial planning
Meritum Financial Group has snared two long term Winchcombe Carson adviser practices in Melbourne....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...