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Financial Planning

Coin ranked number one - again

Coin Software Pty Ltd has been awarded top ranking for the second consecutive year in Investment Trends' 2005 Competitive Analysis Report for Planning Software.

Succession planning driving advisers more than sales

Financial advisers are putting succession planning ahead of 'sales focused' priorities such as lead generation and marketing, according to a recent AXA industry survey.

YES gives nod to Financial Wisdom

Sydney-based mortgage group YES Home Loans has teamed up with advisory giant Financial Wisdom to provide financial planning and protection advice to YES home loans customers.

Australia exports financial literacy

Australia's Financial Literacy Program has become an exporter with Korea eyeing the program to help curb out-of-control Korean credit card debts.

Millenium 3 buys Synergy

ING-owned financial planning group Millenium 3 Financial Services has bought financial planning firm Synergy Financial Services Group.

FSP to use PlanTech software platform

PlanTech has announced it will provide the planning, CRM and practice management software platform for national dealer group Financial Services Partners (FSP).

AFA Adviser of the Year announced

The Association of Financial Advisers (AFA) has announced this year's winner of their Adviser of the Year award.

MetLife releases handbook for retirees

Insurance and financial services firm MetLife has released a consumer handbook for retirement as part of their 'Client Education Series' initiative.

Power of one through MLIM customised portfolios

Investors who want the bells and whistles of a customised managed account but without the added cost can look to the latest offering from Merrill Lynch Investment Management (MLIM).

Sealcorp changes name to Asgard Wealth Solutions

Financial planning and platform group Sealcorp Holdings flags its new investment strategy of providing broad-ranging services for financial planners with a new name 'Asgard Wealth Solutions'.