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Financial planning
Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....
Financial planning
Financial services software provider FinTech has launched a new version of its financial planning software allowing a dealer group to control the back-office functions us...
Financial planning
Norwich Union has confirmed it will change its Australian branding to Aviva, as well as announcing a shake-up in senior staff and the release of the first modules of the ...
Financial planning
Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...
Financial planning
Software provider Investment Data Technologies (IDT) has moved to integrate its adviser systems with popular wrap and master trust platforms to give planners seamless acc...
Financial planning
By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....
Financial planning
Financial planning business management group Customer Acquisition and Retention Management (CARM) formally launched its web-based Guided Planning System (GPS) today....
Financial planning
Financial planning software provider IWL will roll out further services with the addition of a risk tolerance testing tool and an online training service for financial pl...
Rate the raters
While risk companies have concerns about the processes and representation they receive from industry researchers, the researchers themselves have some gripes of their own...
Rate the raters
Life houses have grasped the opportunity to pass judgement on risk research groups, but as Julie Bennett discovered, they also feel the raters are getting some things rig...
Financial planning
Lucie Beaman talks to advisers about the practical application of risk research....
Financial planning
Risk raters have been given a serve over the quality of their research by life houses and, as Craig Phillips reports, questions have been raised in the areas of transpare...
Financial planning
Wrap provider Praemium Portfolio Services has signed up another four groups to its service - bringing its total number of client adviser users to over 400....
Financial planning
Equity Trustees has licensed wealth management software provider Syscorp’s Complete Financial Services platform (CFS) to administer its financial services offerings....
Financial planning
Fiducian Portfolio Services has re-affirmed its intent of offering its funds and investment services to the external adviser market and has now received strong interest f...
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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...