We were looking for backup services, plus the proper computer facilities to deal with our clients in terms of providing financial planning, investment and risk advice. In...

<B>Name: </B>Norm Whyte <B>Job title: </B>Proper authority holder<B> Dealer group: </B>Professional Investment Services<B> ...

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"We do not use paraplanners. Having already invested quite a deal of capital into training, software and systems we are reluctant to utilise the services of paraplanners....

Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...

Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....

Zurich Financial Services' retail team has been given a boost with seven appointments in recent months....

Salomon Smith Barney is poised to enhance its service to its finan-cial planning customers when it launches into cyberspace later this year, using a product called the Te...

Financial software group DST International has announced an agreement to service the front, middle and back office requirements of Mercan-tile Mutual Investment Managemen...

1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...

While financial planners are flat out this time of the year helping their clients, they shouldn't ignore their own end of year financial and business affairs. At least th...

Challenger Life has stepped up its push into the retirement income streams mar-ket with the introduction of an online quote service for annuities. Challenger claims the s...

US investors are flocking to index fund managers in droves. In the first three months of this year, Vanguard, America's second biggest mutual fund company, took in almost...

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