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Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
Financial planning
Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...
Financial planning
Zurich Financial Services has launched a new web accessible risk software product that allows planners to access premium quotations on the Internet....
Financial planning
Wealth management technology provider IWL has reported a record third quarter result in the March quarter of 2006, having achieved a profit 28 per cent higher than in the...
Financial planning
Provider of wealth management software IWL has confirmed Boss Software International’s decision to overhaul its products was a main driver of its purchase of the risk sof...
Financial planning
Coin software will now help support three of Australia’s four banking pillars, with ANZ yesterday announcing it had signed a contract with the Macquarie Bank-owned adviso...
Superannuation
With the marketplace gearing up for over 55’s to implement the Transition to Retirement (TTR) Strategy, financial planners and accountants need to ensure they optimise th...
Financial planning
Since losing a large part of its advisory base, SMF-owned dealer group Lynchpin has changed its name to Wealth Managers, installed a new advisory software provider, and c...
Financial planning
ANZ Financial Planning will be the first dealer group to pilot a new, online client management solution for financial advisers....
Financial planning
Another desktop advisory software provider has entered the financial planning arena after signing a contract with a mid-sized, Sydney-based independent dealer group to he...
Funds management
Global emerging markets are expected to continue to grow unabated alongside a decline in volatility as emerging nations become more established and less reliant on the Un...
Financial planning
Investment Data Technologies has completed its first step toward financial recovery with the sale of its data business unit to a joint venture organisation formed by bril...
Financial planning
IWL has completed an upgrade of its VisiPlan advisory software on the same day the Genesys financial planning dealership announced that it was replacing it with Xplan....
Financial planning
A desire to give its 400 financial planners access to a web-based service has prompted Genesys Wealth Advisers to sign Xplan and drop VisiPlan as its advisory software pr...
Financial planning
FinaMetrica is to launch its psychometric risk profiling systems in Canada after striking a deal with PlanPlus Web Advisor....
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Podcast
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...