XPLAN best planning software in 2012BY BEN COLLINS | MONDAY, 4 FEB 2013 12:05PMIRESS' financial planning software system XPLAN is the top-rated planning application for 2012 according to an Investment Trends report.
|
Editor's Choice
Actuaries Institute proposes new performance test measure
|The Actuaries Institute has proposed revising the annual superannuation performance test, so it better aligns trustees' investments with the best financial interests of members.
JANA appoints new director of client development
|The new appointment previously worked for APSEC Funds Management.
MSC Certane wins Suncorp mandate
|MSC Certane has been appointed as trustee for Suncorp's latest note issue.
Auditors lambast mandatory climate reporting requirements
|The peak accounting body said most auditors believe the government's mandatory reporting rules are a "significant miscalculation".
Videos
Brought to you by ![]()
Further Reading
 Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
 Sponsored by | Quality and Yield. A Powerful combination.With central bank rates seemingly peaked, investors are not awaiting yield increases. We're bucking the trend with investment rates at decadal highs |
 Sponsored by | Why it could be a good time to be a growth contrarianGrowth-style companies are in vogue, but you may need to think outside the box to ensure you don't overpay. |
Products
Expert Feed
Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
Download the app Premium subscribers can access even more content from Financial Standard. |  |
