The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Superannuation

XPLAN ranked first by planners

BY HAMISH MADDEN | THURSDAY, 30 NOV 2006 1:12PM

A recent report has found that for the second year in a row XPLAN has been ranked the number one planning software provider by financial planners and paraplanners.

Upgrade your subscription to access this article

And gain access to:

All website content, including archived news
Home page news customisation
Tech Zone, your technical resource library

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

Editor's Choice

Blackwattle takes over Quest Asset Partners

KARREN VERGARA

Blackwattle Investment Partners has swallowed up Australian equities manager Quest Asset Partners for an undisclosed sum.

Funds SA poaches Vision Super risk specialist

MATTHEW WAI

Funds SA will welcome a Vision Super executive to replace executive director, governance and strategy Tony Burrill, as he prepares for retirement following a seven-year tenure at the company.

Regal flags muted second-half performance fees

VINNY VUCAGO

Regal Partners expects to recognise at least $122.7 million in fund performance fee revenue for calendar 2026, with market volatility and weaker investment performance limiting the prospect of further material fees in the second half.

Insignia chief draws 'hard line' on NCAs giving retirement advice

RIDDHIMA TALWANI

Insignia Financial chief executive Scott Hartley said he draws a hard line when it come to the new class of advisers (NCAs) giving retirement advice.

Videos

Brought to you by

Showcase: A sharp lens on global infrastructure

Videos

Brought to you by

Showcase: A technical advantage

Videos

Brought to you by

Product Showcase: Making group insurance count

Videos

Brought to you by

Product showcase: Reframing financial advice

Videos

Brought to you by

MAX: Marketing, Advertising and Sales Excellence Awards | Highlights 2026

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Featured Profile

MORE PROFILES

Fiona Macgregor

GROUP CHIEF EXECUTIVE AND MANAGING DIRECTOR
TAL LIMITED

Fiona Macgregor has risen through the ranks at TAL, taking the top job in 2024, but her life was touched by the insurance sector long before her tenure with the life insurer began. Eliza Bavin writes.

READ MORE