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Showing 991 - 1000 of 1597 results for "Software"

ASIC bans former CEO for 'misleading activities'

JAMES FERNYHOUGH  |  FRIDAY, 7 JUN 2013
... Commission (ASIC) found that Priestley had misled a client, when he guaranteed that the 'Aussie Rob Lifestyle Trader' software was not based on moving averages, when in fact he did not know how the software worked. ASIC also found that Priestley had ...

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group. "We want to have both a boutique and an institutional base," Rubik ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... infrastructure on 2006 to spending only 26% in 2012. The remaining 76% is now going to customer service and adding value to its software, including the wealth management side of the business. In 2006, CBA was introducing 1,200 new services and enhancements ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ...

Advisers could benefit from independent software

JAMES FERNYHOUGH  |  TUESDAY, 28 MAY 2013
Software designed by Brite NSW in association with adviser Bailey Roberts Group will become available to independent advisers, in a move designed to pluralise the platform market. The application, dubbed 'PLUTO', allows users to operate individually ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... into the wealth management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from Macquarie's Banking and Financial Services Group. "The acquisition of Visor broadens Rubik's presence ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
... number of dealer groups, brokers, institutions, and other organisations to provide integrated solutions in research, software, and data. I'm confident that Guy will make a significant contribution to these efforts and to our broader mission of helping ...

Challenger extends deal with SimCorp

MARK SMITH  |  WEDNESDAY, 15 MAY 2013
Challenger has extended its licence with platform software provider SimCorp. Challenger first partnered SimCorp in 2003 when, with $10 billion in funds under management (FUM), it was faced with need to either re-jig its legacy system or invest in a ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... throughout Australia the necessary tools to establish a self managed super fund easily via the SMSF iSystem," Kitto said. "The software will enable financial advisors to efficiently recommend, establish and oversee the administration of a client's super ...