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Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Financial planning
NEXT Financial will become the first non-institutional group in Australia to roll out individually managed accounts (IMAs) and the second to offer them to financial plann...
Financial planning
Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...
Financial planning
Global Banking and Securities Transactions (GBST) has launched a low cost platform called Front Office and is offering it to adviserd with pricing set at $100....
Financial planning
Technology firm Supercorp has launched an administration system called SuperVisor II, which it developed in conjunction with boutique dealer group Fiducian Group, to a wi...
Editorial
IWL has experienced a 76 per cent, or $6.5 million, increase in operating revenues in the year to the end of June, but ended up with an overall loss of $1.2 million....
Financial planning
Wealthpoint’s flagship stand-alone financial planning software product, Assirt Desktop, has secured Royal & SunAlliance(R&SA) as a new institutional client....
Financial planning
Recently this title published an article by one of its columnists which questioned whether tools such as risk profiling were beneficial and what status they conferred on ...
Financial planning
Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....
Financial planning
Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...
Financial planning
XPLAN Technology has launched a full suite of financial planning tools based entirely on the Internet, making it the second group to do so after IWL placed part of its ma...
Financial planning
TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...
Financial planning
MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...
Financial planning
VAN EYK Research is expanding its business, particularly in the areas of asset consulting services and research subscriptions and is advertising for staff despite already...
Financial planning
GRAHAM RICH has begun Supreme Court proceedings against his former employer, Morningstar....
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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...