SOFTWARE

Financial planning

Global equity markets have been slow to react to aggressive rate cuts but Chris Selth says it is too early to dismiss the significance of these moves. He says a more resi...

Financial planning

Online financial services group InvestorWeb has signed a deal that will roll out its new web-based financial planning software to more than 100 advisers....

Financial planning

For almost every piece of the financial planning puzzle there is an Internet company in the US committed to finding the solution....

Financial planning

Discipline is a word that Deborah Kent is familiar with in both work and play. ...

Financial planning

Australian Financial Securities (AFS) is a dealer group with a difference, carving out a niche market in financial planning through access to venture capital investments....

Financial planning

Charter Financial Planning is taking an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full d...

Funds management

Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...

Financial planning

Macquarie has signed up Spectra Securities Software to provide its financial planners, stock brokers and management team with portfolio management software....

Financial planning

Late last year, Mercantile Mutual announced the engagement of its two accounting based financial planning groups. Stuart Engel discovers a very different regime at the ne...

Financial planning

Charter Financial Planning is taken an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full de...

Financial planning

The creation of a new accountant-based dealer group last year caused a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their progress s...

Financial planning

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

Financial planning

Internet banking software developer Parkers’ Edge is to receive a cash injection of more than $5 million dollars from two venture capital funds....

Financial planning

Colonial First State is throwing its financial weight behind Australian financial planning technology developer Avanteos....

Financial planning

IFP is ramping up its Application Service Provider (ASP) platform in a bid to bolster its financial planner back office support business....

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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 18 hours ago

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

6 days 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 5 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 ...

4 days 22 hours ago

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

4 days ago