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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...
Financial planning
St George Bank has cut the goodwill in its financial planning platform and research resources group, WealthPoint, by more than half, drop the figure from $135 million to ...
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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 ...