POWERED BY MOMENTUM MEDIA
SOFTWARE
People & Products
Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....
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 ...
Financial planning
CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....
Financial planning
IOOF has released a mobile information application as part of its AdviserConnect program....
Superannuation
XPlan is developing a SOA template for four local government superannuation funds....
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...
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. ...
Financial planning
The advice industry needs to work out the best way it can adapt to an increase in online participation by consumers....
Financial planning
Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....
Financial planning
Australian Unity Investments has extended its agreement to use OneVue's unit registry system for another five years....
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...
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...
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...
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...
People & Products
Financial services technology provider GBST has announced the appointment of current Boeing Australia and South Pacific president Dr Ian Thomas as non-executive independe...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...