SOFTWARE

Financial planning

Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....

Financial planning

The highly competitive race to become the pre-eminent provider of straight through processing services to the Australian managed fund market came to a head last week, wit...

Financial planning

Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...

Financial planning

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

Financial planning

Fiducian Portfolio Services is gearing up to launch its own financial planning software and administration system as well as boosting the number of its offices to 30 by t...

Financial planning

Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...

Financial planning

Administration and software provider SunGard has slammed the progress of e-commerce in Australia’s financial services sector, despite the imminent announcement of a Mfund...

Financial planning

From an early age, Kevin Bailey knew he wanted to be involved in financial services. However, when you’re a teenager and there is no such occupation as a financial planne...

Financial planning

InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...

Financial planning

The Australian Stock Exchange (ASX) and IWL have joined forces to provide a straight through processing service for the unlisted managed fund and superannuation industrie...

Financial planning

Product innovation and demographic change is making margin lending products more attractive to a wider audience. SUE WEBSTER reports on the push of margin lending into th...

Financial planning

The FSRA is nothing more than a furphy for Nick Bruining who has found that its just another way to make him prove what he does for a living....

Financial planning

Margin lending has continued to grab the interest and attention of the financial services industry with JDV announcing the rollout of a margin lending back office allianc...

Editorial

Norwich Union has recovered from last year’s write-downs to post a $72.1 million operating profit for the year ending December 2001....

Financial planning

IWL has increased had an increase in the number of VisiPlan and LLink software licenses by almost 100 per cent over the past year, the company announced in a statement on...

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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...

1 day 22 hours ago

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

6 days 4 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 2 hours ago

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

4 days 5 hours ago