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SOFTWARE
Editorial
A stronger performance within the advisory software division as a result of an enhancement of VisiPlan has contributed to IWL’s best-ever half-yearly financial operating ...
Life/Risk
Eleven of Australia’s major insurance providers have now signed-up to use the Generic Personal Statement, a new document developed by the financial planning industry for ...
Editorial
BT Financial Group coined 2005 the “year of the disconnect”, because of the various anomalies occurring in the developed versus underdeveloped share markets and economies...
Financial planning
INGhas signed Xplan to enhance its online financial planning business support tool, Adviser Advantage, to add features that will allow advisers to more easily provide a s...
Editorial
Higher advisory software revenues as a result of new software sales has helped IWL to a 50 per cent increase in first half earnings over the corresponding period last yea...
Financial planning
Upgrades to Asgard Wealth Solutions’ planning and practice management software will be rolled out to advisers in the last quarter of 2006, the company has announced....
Financial planning
AXA Australia has re-signed with IWL Limited for the supply of its financial planning software program VisiPlan over the next three years....
Financial planning
With the introduction of financial services reform, the ‘know your client’ obligation for financial planners is more critical than ever before....
Financial planning
Financial Services Partners (FSP) has struck a deal with software provider PlanTech, which will now be available to FSP’s over 170 financial planners for CRM, risk advisi...
Financial planning
Coin software has signed its first major contract with a large financial planning firm since its purchase by Macquarie Bank in May this year....
Financial planning
Lonsdale Financial Group has joined Centric Wealth and Financial Services Partners as dealer groups that supply PlanTech software to their risk advisers....
Financial planning
Members of corporate superannuation fund Westscheme will soon have direct access to a scaled-down version of CARM’s GPS financial planning software, recently badged by AM...
Financial planning
AMP Financial Planning advisers will charge negotiable upfront fees of $200 to $700 for TurningPoint, while AdvicePlus Solutions’ price will be agreed with clients, accor...
Financial planning
Centric Wealth, the recently formed amalgamation of Berkley Group and Centrestone Wealth Advisers, has signed up to use software provider PlanTech Consulting Group for it...
Financial planning
AMP advisers will charge negotiable upfront fees of $200 to $700 for the ‘TurningPoint experience’, while the price for AdvicePlus Solutions will be agreed with the clien...
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MARKET INSIGHTS
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...