SOFTWARE

Financial planning

The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...

Financial planning

The ASX has confirmed IWL will merge with share market information system provider IRESS, giving both parties access to the financial planning and stockbroking industry’s...

Financial planning

Norwich Union is no longer specifying an implementation date for its troubled planIT financial planing software, says group director distribution Allan Griffiths....

Financial planning

It is every planner’s nightmare – the entire client database lost....

Financial planning

Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....

Editorial

It is said that a year is a long time in politics but in the world of technology and software it is close to eternity....

Editorial

Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....

Financial planning

IWL chief executive officer Otto Buttula is unable to deny reports out today that IWL is finalising a deal with share market information system provider IRESS Market Tech...

Financial planning

Wealthpoint Financial Services has shed some sixty staff in preparation for its recently announced integration with AdviserNet, including its own chief executive officer ...

Financial planning

Sealcorp has added an online tool, ePlan, to its Advisernet financial planning software platform, allowing the software to automatically generate a financial plan on beha...

Financial planning

Sealcorp’s director of investments and insurance, Caroline Saunders, has landed the job looking after Assirt’s funds research business in addition to her responsibilities...

Financial planning

Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...

Financial planning

Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...

Financial planning

Fiducian Portfolio Services has acquired Bodinnars Personal Financial Planners for $3 million....

Financial planning

The Deakin Financial Services Group is on the hunt for nearly 100 further planners and will set up its own master trust and front end software systems after a marathon me...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 7 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 5 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 8 hours ago