SOFTWARE

Financial planning

Name: Ralph Wilson...

Financial planning

Global spending on information technology to attract and keep customers is growing at more than 40 per cent a year and it’s not hard to see why....

Financial planning

Name: Ralph Wilson...

Financial planning

The term "Jack of all trades and master of none" has, depending on your standpoint, two meanings. Traditionally, it is a sapient caution against the downside of spreading...

Financial planning

Microsoft's assault on financial services distribution has continued with the signing of agreements with some of the biggest players in the US market....

Financial planning

Everyone knows what a lemming is. They’re small, cute, rodent-like creatures who live far up north in very cold climates. Every few years or so, they run like mad at a cl...

Financial planning

Colonial is to slash its retail product range as part of the rationalisation following the mergers with Legal & General and Prudential....

Financial planning

There has long been a saying around the financial planning and funds management traps over the years that if the major banks ever got their act together, they'd probably ...

Financial planning

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Financial planning

The financial planning community strongly supports the introduction of a goods and services tax in Australia, according to a recent survey. ...

Financial planning

Financial planners could be selling equities without having to go through a broker within the next 12 months....

Financial planning

One of the pioneers of on-line financial services in Australia, AssetWare, is poised to become the country's largest independent research group following its proposed lis...

Financial planning

With 1999 already tipped as the year of the millennium bug, companies around the world are scrambling to get ahead of the problem. And some Australian financial planning ...

Financial planning

Colonial has long had a place in the sun as the dominant distributor of financial service products in Fiji. But Colonial’s recent strong growth in the Fijian insurance ma...

Financial planning

A UK-based software developer whose largest project is the AMP Adviser Workbench software has confirmed it is being sued by a major British financial institution for non-...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 2 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago