SOFTWARE

Financial planning

In the 12 months to May 2012, the Australian contracts for difference market has grown significantly, spurred by on the ability of traders to adapt to an underperforming ...

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People & Products

Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....

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Financial planning

Since launching the solution in June, DomaCom has received more than 140 applications from financial planners and accountants wanting to trial its lifestyle road mapping ...

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Financial planning

CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....

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Financial planning

IOOF has released a mobile information application as part of its AdviserConnect program....

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Superannuation

XPlan is developing a SOA template for four local government superannuation funds....

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Editorial

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...

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Financial planning

By utilising social media, financial advisers can build a more efficient business and provide better outcomes for their clients, according to technology provider Iress. ...

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Financial planning

The advice industry needs to work out the best way it can adapt to an increase in online participation by consumers....

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Financial planning

Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....

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Financial planning

Australian Unity Investments has extended its agreement to use OneVue's unit registry system for another five years....

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Financial planning

Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...

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Financial planning

Short-term reporting and the supposed effect of past performance on the future benefits of a superannuation fund encourage unnecessary knee-jerk reactions from members, a...

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Financial planning

Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...

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Financial planning

Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 6 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 6 days ago