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Financial planning
Research and ratings house Standard and Poor’s is continuing its push into the retail market after striking a deal with financial planning software firm Xplan Technologie...
Financial planning
FinaMetrica (formerly ProQuest) has successfully launched in the United Kingdom following a nine-month pilot program, that has coincided with the completion of the 70,000...
Financial planning
Financial services technology provider PlanTech Consulting Group has experienced encouraging industry support for its new planning software tool, 4Cast, with four dealer ...
Financial planning
IWL has bumped up its services with the addition of a secure data transfer system between external groups, IWL’s Visiplan and VisiWeb software and its clients....
Financial planning
Coin Financial Software’s foray into the financial planning software market is gathering pace with a number of dealer groups signing up to its flagship offering Strategy ...
Financial planning
Financial services group Aviva, and its platform business Navigator are to roll out the group’s revised PlanIt planning software and will consider giving it to financial ...
Financial planning
Former Avanteos founder and director Mike Polkinghorne has returned to the financial services market with the rollout of a software package designed for financial plannin...
Financial planning
AMP Financial Planning (AMPFP) has earmarked an extension of services to its top flight financial planners operating under its Platinum Group initiative which will also i...
Financial planning
In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....
Financial planning
From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....
Financial planning
Between sessions of cricket and beer drinking, NICK BRUINING gets acquainted with the new terminology of the FSR era....
People & Products
Credit Suisse Asset Management, in the build-up to its master trust launch next month, has appointed a former BT Financial Group staffer to the role of platform developme...
Financial planning
InvestmentLink will now integrate the first full service wrap into its e-Portfolio service, with Netwealth’s wrap to be offered through the hub....
Financial planning
Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...
Financial planning
Financial Services Partners (FSP) is relocating its Melbourne administrative functions to Sydney in a reorganisation of its back-office structure....
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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,...