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Financial planning
Financial advisers are often frustrated with lack of return on investment on their social media effort, according to head of i-Impact Group Claudio Pannunzio....
Financial planning
The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....
Financial planning
The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....
Superannuation
Wealth administration group Wealthtrac has released a wrap-style mobile app which allows users to set up a self-managed superannuation fund (SMSF). ...
Financial planning
With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...
Financial planning
Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technolog...
Funds management
Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....
Financial planning
Small business owners under the age of 40 are increasingly more likely to use social media to bolster their operations and communications. ...
Financial planning
Private equity firm takes full control of soon-to-be-unlisted software provider...
Superannuation
Link Group has acquired technology vendor Syncsoft....
Financial planning
New research suggests one in four financial services firms running core systems on legacy technology....
Financial planning
Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...
Financial planning
Financial Synergy has released the latest version of its Acurity platform, including what it says are the most up-to-date SuperStream rollover messaging formats. ...
Funds management
Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...
Financial planning
Listed technology provider posts modest half-year profit....
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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,...