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Financial planning
ING’s financial planners will be able to move further into the realm of life and risk insurance after a software deal was signed by ING and PlanTech Consulting....
Financial planning
AM Corporation will launch the highly anticipated Bureau service platform today in a bid to seize the initiative in the financial services market....
Financial planning
Accounting and financial planning consolidator Investor Group (IGP) has revealed its biggest corporate play to date, merging with accountancy giant PKF....
Editorial
Wealthpoint has recorded mixed results for its first profit statement since the company changed its name....
Financial planning
Fiducian Financial Services, a subsidiary group of Fiducian Portfolio Services, is on the verge of signing up 11 financial services franchises in the next few days....
Funds management
Hedge Funds of Australia (HFA) has developed software to help advisers explain to their clients the impact of using hedge funds on their portfolio....
Financial planning
Financial services companies have normally had a minor presence on the Australian Stock Exchange (ASX), but with a record number of groups listing last year, it seems 200...
Financial planning
Stockford has put out to tender a number of its support services to advisers while also hiring high profile former County executive Bruce Garratt to manage its recently a...
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
SunGard has launched a pay as you use transaction service that should save financial services groups making online transactions from having to implement specialised softw...
Financial planning
Boss Software International and Plan for Life have teamed up to form Planned Research, a joint venture company that will provide the financial services industry with info...
Financial planning
One of the highlights of last year’s FPA Conference in Melbourne was a presentation by respected planner Ian Heraud. The tape of his session ended up being the most keenl...
Financial planning
Assirt has a new chief executive officer for its research division, following changes from its sale last year to WealthPoint Data. ...
Editorial
Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...
Financial planning
Financial service providers should not be complacent even though the pendulum has swung against dot com businesses according to Advent Software chair Stephanie DiMarco....
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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 ...