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Funds management
Wealth management services provider Bravura Solutions has foreshadowed development of new wealth management applications over the next year to maintain the strong results...
Financial planning
Bravura Solutions has strengthened its position across the Asia Pacific by entering into a regional teaming agreement with IBM....
Financial planning
A senior executive of a data warehousing organisation estimates that it will cost major financial institutions up to $100 million to implement systems and procedures to e...
Funds management
Planners with goals of investing in equities expect them to have similar administration to managed funds, according to the chief executive officer of a leading wealth sol...
Financial planning
Asgard Wealth Solutions has changed the name of its planned financial planning and practice management software package to AdviserNETGain, ditching the working title of T...
Financial planning
Financial planning company Wealthsure will roll out Coin Software to its financial advisers in a bid to free up more of their time for clients....
Financial planning
Paragem Partners has announced it has been appointed by two separate companies to provide them with independent dealer services and back-office support....
Financial planning
Specialist financial services software provider Pentafin Services has entered into an agreement to supply Andrew West Stockbroking with its WealthVue wealth management pl...
Financial planning
Planners better appreciate their potential when exposed to the full suite of enterprise financial planning software, rather than just limited modules, the head of a leadi...
Financial planning
AXA has entered into an arrangement with Alliere, a wholly-owned subsidiary of residential mortgage provider Resimac, to provide its licensed planners with a range of cli...
Financial planning
AMP is piloting an automated risk insurance underwriting program, EasyWrite, for distribution by next year among both AMP planners and affiliated independent financial pl...
Financial planning
Cannex has combined its insurance research and quotation tool with the Statements of Advice preparation tool offered by real services to create an all-in-one insurance de...
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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,...