Financial advisers continue to underestimate the power of a good website

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President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio sees too many websites of financial advisers just sitting there and doing nothing. What disturbs the communication professional and presenter is that whether a prospective client finds an adviser from a referral or Internet search, the bottom line is that a significant number of them will inevitably […]

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More accountants approve of investment platforms for SMSFs

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A growing number of accountants believe investment platforms are appropriate transaction, administration and reporting tools for their self managed super fund (SMSF) clients, the OneVue/Investment Trends 20113 SMSF Accountant Report has revealed. OneVue head of partner solutions Brett Marsh said according to the study, while accountants estimate that only 18 per cent of their clients […]

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OneVue confirms Computershare Fund Services acquisition

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OneVue has confirmed that it will acquire ASX-listed firm Computershare’s unit registry arm, Computershare Fund Services (CFS). “This acquisition will catapult OneVue into becoming the largest provider of outsourced unit registry solutions in Australia,” OneVue group chief executive Connie Mckeage said. “OneVue is in the process of lifting out CFS staff and operations, and relocating […]

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BT Financial Group platforms minimising EOFY adviser burden

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BT Financial Group continues to honour its commitment to minimise the administrative burden for advisers at tax time by delivering more resources and faster delivery of investor statements through its Asgard and BT Wrap platforms. Asgard and BT Wrap platforms have been building their EOFY solutions for advisers and in 2013 this has continued with […]

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Instreet backs social media with a new adviser focussed website

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Boutique structured products investment manager, Instreet Investment, has launched a new- look company website. The website is an upgraded version of its previous website, but with adviser focused content and social media functionality. It can be accessed at www.instreet.com.au. George Lucas, managing director, Instreet says: “The revised website has been developed based on feedback from advisers, […]

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HUB24 Platform selected for NTAA’s SMSF initiative

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Leading investment and superannuation platform provider, Investorfirst Ltd (ASX: INQ), is pleased to announce it has signed a Platform Distribution Agreement with InterPrac Ltd (InterPrac). The agreement will see the HUB24 platform delivered as a branded platform for use by accountants and practices that are members of the National Tax & Accountants Association (NTAA). Practices […]

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Implemented Portfolios launch tailored superannuation service with netwealth

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Implemented Portfolios has today announced the launch of their IMA superannuation service in partnership with specialist platform provider, netwealth. Under the new arrangement Implemented Portfolios will be offering a range of professionally managed portfolios, which utilise their trademark Dynamic Asset Allocation (“DAA”) approach, via their IMA service on netwealth’s Super Accelerator. Santi Burridge, Managing Director […]

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Rubik Financial enters into license arrangement with Revex Solutions

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Integrated commission and revenue management technology with COIN Software is intended to solve many FoFA headaches for advisors Rubik Financial Limited (Rubik), the ASX-listed global provider of financial technology and software, last Friday announced it has entered into a term sheet with Revex Solutions Pty Ltd (Revex), containing an option for COIN to acquire Revex, […]

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Professional investment services successfully implements xplan

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Professional Investment Services and IRESS have successfully implemented XPLAN as a white-label Future of Financial Advice (FOFA) compliant solution for the Professional Investment Services network. The Professional Investment Services – branded COMPASS platform delivers the breadth of functionality of XPLAN for advisers, with the backend support for Professional Investment Services to manage remuneration and effective […]

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How IT Technology is Changing the Financial and Insurance Industry in Australia

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IT Technology has changed and keeps changing many things about how we execute our jobs and business. It’s changed the way we find and are found by clients and the way we interact with them before, during and after a project. The following paragraphs will elaborate on how the Internet is changing the financial and […]

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