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SOFTWARE
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....
People & Products
Software provider IWL is close to completing the integration of online broking business Sanford Securities and has formalised the role of integration consultant Geoff Rei...
People & Products
Norwich Union has appointed a new head of development in a bid to get its troubled financial software, PlanIt, back on track....
Funds management
Morningstar has added its style box tool to Australian equities funds rated by the group as part of an ongoing rollout of the tool in the local market....
Financial planning
When is gearing okay? When the client understands what they are getting into and agrees it is an acceptable strategy. Paul Resnik reports....
Financial planning
In business today, especially in financial services, you have to do the WIIFMs (what’s in it for me?)....
Financial planning
Platform provider Oasis has built what it claims is the industry’s first free software product - a new Internet-based straight through processing (STP) adviser desktop sy...
Financial planning
Recently departed chief operating officer of Tower, Ken Boag, has resurfaced after taking on a new role as chief executive officer at Sydney-based financial services grou...
Financial planning
Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...
Editorial
Following its takeover of online broking group Sanford Securities, financial planning software provider IWL has forecast an earnings figure for the 2002/03 financial year...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Financial planning
National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...
Financial planning
The attention generated by the shadow shopping survey appears to have paralysed the industry, argues Tom Collins....
Financial planning
Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. 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...