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SOFTWARE
The regulator should work to extend the scope of its financial literacy strategy to include an appropriate focus on retirement funding, particularly in relation to senior...
Financial planning
Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....
Accounting
Accounting software provider MYOB has acquired the New Zealand-based BankLink in a move to bolster its cloud accounting capabilities. ...
Financial planning
Securitor rolls out a group-wide social media capability, with plans to use the platforms for professional development and technical training as well as providing a furth...
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
Funds management
New US research points to increasing use of mobile apps by wealth management clients....
Funds management
BGL Corporate Solutions has partnered with Aberdeen and Schroders to provide automated contract notes from managed funds....
Financial planning
DST markets Anova solution as capable of meeting APRA’s tougher data requirements....
Financial planning
IRESS launches XPLAN app aimed at adviser market....
Funds management
Selfwealth has partnered with Infinitas Asset Management to give its subscribers access to market and fund manager performance for not-for-profit backed portfolios....
Financial planning
Despite reports to the contrary, OneVue has seen advisers flock back to platforms as regulatory changes force them to run their practices more efficiently....
Policy & Regulation
Financial planning software provider COIN expects to be conducting Future of Financial Advice (FOFA) adjustments for the next 18 months. ...
Financial planning
Banks and financial institutions figure the poorest when it comes to engagement from their Facebook fans, according to the latest report from The Online Circle....
Financial planning
ASIC-run financial literacy website MoneySmart has launched a new reverse mortgage calculator which allows consumers and brokers to test ‘what if’ scenarios....
Financial planning
When it comes to fee disclosure statements, advisers need to consider what the regulator wants; what is expected from a legal viewpoint; and how disengaged clients are li...
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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,...