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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...
Financial planning
What is lifestyle planning? Conceptually the idea is simple – it is used to help clients define how they want to spend the rest of their lives, cost this desired lifestyl...
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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,...