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SOFTWARE
Financial planning
Technology has been praised as a time saver and derided as a leech on resources. To debate where technology has failed or succeeded in financial services, Money Managemen...
Financial planning
The weak activity within general technology markets is not being reflected in the provision of financial planning software, with a number of new firms entering the fray. ...
Financial planning
It may sound a little far fetched but one group in the industry claims it can have any software operating on any computer in any business overnight....
Financial planning
Financial planning software provider Syscorp has signed a deal with US-based Advent Software to provide local client support and consulting to the global group’s Australi...
Financial planning
A new technology start-up company, WealthCare Mutual, is set to launch a software program into the financial services market enabling advisers and their clients to fully ...
Financial planning
Sharemarket information system provider Iress is continuing its foray into the wealth management market after completing the integration of financial planning software fi...
Financial planning
Two former IWL staff, Laila Khodr, Jenny Lee-Koksal and one of the creators of Visiplan, Robert Green, have set up a new group aimed at helping advisers purchase and full...
Life/Risk
Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...
Financial planning
Tower Australia has been through the mill lately but claims it has refocused its vision and returned to its roots....
Financial planning
Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....
Financial planning
MLC and electronic platform provider InvestmentLink have signed a deal that will enable the MLC group to widen its platform’s reporting capabilities to include products f...
Financial planning
Research house Morningstar will expose what a fund really owns at stock level, rather than what the fund’s name or style label suggests with the release, at the end of th...
Financial planning
Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...
Financial planning
Perpetual Investments has flagged the launch of a new multi-manager retail platform, to compete with the likes of Colonial First State’s FirstChoice product, for the last...
Financial planning
Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....
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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,...