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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...
Financial planning
Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...