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SOFTWARE
Editorial
Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...
Editorial
SMA International, a soon-to-launch individually managed account (IMA) firm, is aiming to give the IMA market a much needed shot in the arm by offering wrap platforms and...
Financial planning
Investment management software provider, DST International, is set to extend its regional presence with plans to open a new office in Jakarta on October 1 in a move that ...
Financial planning
IWL has reported a significant turnaround in its financial earnings this year, due largely to a buoyant stock market boosting its now fully integrated online broking arm ...
Financial planning
Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...
Financial planning
The Commonwealth Bank of Australia has appointed Coin Software and van Eyk Research as part of its extensive advice model review....
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
The introduction of straight through processing for dealers and planners heralds a new era in client communication. Lucia Appleby reports....
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
The most difficult element of advancing technology is getting people to adopt it. Greg Germon looks for the common thread to achieving user acceptance....
Financial planning
Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....
Financial planning
The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...
Financial planning
The big software providers can’t be everything to everyone – and that’s where other technological whizzes step in. Lucie Beaman reports....
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
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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...