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Showing 551 - 560 of 1574 results for "software"

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate in the ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... paperwork such as catching up with clients instead of being trapped behind a computer. DBA Advisory and financial planning software provider FinPal recently joined forces to give advice practices access to cost-effective outsourcing solutions. The partnership ...

Antipodes expands investment team, creates active ETF

DARREN SNYDER  |  THURSDAY, 5 APR 2018
... development. He previously spent eight years at Dimensional Fund Advisors. Mitchell said given Rabbitt's background as a software designer it will allow the firm to "automate all of our internal and external performance measurement and reporting." The ...

Link Advice chief departs in business restructure

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... incorporated into Link Group's Information Digital and Data Solutions (IDDS) business. Adviser Network's Super Blueprint software was one of the first providers of investment, retirement adequacy, superannuation and insurance robo-advice in the Australian ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... cost-effective, "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve the technology through which remote team members are managed, significantly ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... fund will use manual intervention only for regulatory requirements and special circumstances. Statewide previously used software from multiple providers to manage its member transactions but now it will shift to IRESS's unified platform. The move lets ...

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Financial planning software developer Intiger Group has appointed a global head of productivity and optimization. George Jaja joins from Commonwealth Bank's wealth management division where he was "instrumental in driving major change programs." In ...

Asset manager bets on blockchain for private equity audits

KANIKA SOOD  |  TUESDAY, 27 MAR 2018
... of the blockchain's golden copy which relate to the event. Auditors can then import this data to their firm's internal software to complete the audit or develop software tools to audit direct on the blockchain. "By expanding our private equity blockchain ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... at Morningstar from 2012 to 2016 and was most recently general manager of sales and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan joining ...