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Showing 211 - 220 of 1571 results for "Software"

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... some advice practices that want a SOA written on its behalf. "We need more quality and I believe that technology and software solutions are able to assist that. Moving from a technical focus to a quality focus, moving from being compliance orientated ...

ACCC approves Dye & Durham, Link deal

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2022
... its existing Australian businesses. Dye & Durham offers information broking services, conveyancing and legal practice software. Through its acquisition of Link, it would own 42.77% of PEXA Group, raising significant competition concerns. The ACCC said ...

Aligning investments to Leo's dating strategy pays off

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
... publishing. As for names, the index's 45 stocks include Equinix, ON Semiconductor Corp, Paypal, Netflix, Tesla, PayCom Software, and Wynn Resorts. While performance hasn't been so hot in recent times, the index has delivered a return of 108.65% ...

eToro launches local stocks portfolio

CHLOE WALKER  |  FRIDAY, 2 SEP 2022
... portfolio are from a variety of industries including commodities, mining, biotech, pharmaceuticals, tourism, finance and software. It includes Qantas Airways, Sonic Healthcare, Computershare and the Macquarie Group. The minimum investment is US$500 and ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... reflects Padua's continuing growth and expansion in the financial advice market as we are seeing significant interest in our software, services, research and data," he said. "He has a wealth of sales experience, and his strong financial background will ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... expense of their main platform. The use of multiple platforms by advisers means that platform integration with planning software is becoming more important. In choosing a platform, advisers responded that they continue to prioritise providers based on ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... would use an end-to-end solution if it saved time and guaranteed less errors. They also said existing financial planning software providers are best placed to deliver such a solution.

Perpetual makes moves in digital innovation space

CHLOE WALKER  |  MONDAY, 8 AUG 2022
... (PCT) digital arm to drive its digital solutions and innovations strategy. With over 25 years' experience in technology, software and operations, Alder was most recently chief operating officer, APAC and head of operations, Australia and Asia at Bravura ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
Insignia Financial has partnered with technology software firm Personetics to boost its financial advice offering. Using data personalisation experts, the collaboration will trial technology, tailor information and create new user experiences to reach ...