Majority of Australian CEOs believe technology plays major role in delivering new financial products: FSC-DST CEO Report

From

Nearly all CEOs (96%) in a recent survey believe technology is a key consideration when conducting strategic planning and an overwhelming majority (80%) believe technology plays a major role in innovation and delivering new financial products. These are the findings of the 13th annual FSC‐DST CEO Survey based on the views of 55 leading CEOs […]

continue reading

Rubik completes purchase of Provisio

From

Rubik Financial Limited, the ASX-listed provider of financial technology and software to over 200 financial sector clients, today announced the completion of its purchase of Provisio Technologies Pty Ltd (Provisio). The acquisition of Provisio, which is a market leader in the provision of scaled and online wealth advice software in the superannuation fund market, marks […]

continue reading

New Director Joins Bank Board

From

Bendigo and Adelaide Bank has announced the appointment of former Ericsson CEO, Jacqueline Hey, to its Board of Directors. Ms Hey was previously CEO of Ericsson in the UK and in Australia. She worked with Ericsson for more than 20-years in finance, marketing, sales and leadership roles in Australia, Sweden, the UK and the Middle […]

continue reading

BT Wrap launches market leading tax and trading tools

From

BT Wrap launches market leading tax and trading tools The changes include powerful new tax tools that could mean a better after-tax investment return for clients on particular transactions and new trading enhancements that reduce the time spent on portfolio management, client reviews and rebalances. Head of BT Wrap, Chris Freeman, said the changes were […]

continue reading

LGsuper appoints Decimal to move limited advice online

QLD super fund among growing list of Decimal industry partners Leading Queensland local government fund LGsuper has selected Decimal to help drive a technology-based solution in support of fund members requiring single-issue financial advice. x With the merger of LGsuper and City Super due to officially begin on 1 July, 2011, the fund is targeting an increased need for […]

continue reading

Asgard supports advisers with new features for eWRAP platform

From

Asgard has released an extensive range of new features for its eWRAP platform designed to drive greater productivity and profitability by helping advisers to deliver more customised advice for more clients in less time. The enhancements include simplified share and managed funds trading, significant enhancements to template (model portfolio) functionality and online corporate actions for […]

continue reading

AdviserNETgain launches major integration with BT Wrap

From

Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity. AdviserNETgain combines client, practice and advice management processes into one easy-to-use system that integrates advisers’ front and back office. The integration sees: Direct movement of data […]

continue reading

HUB24 Investment Service repositions to meet FOFA reforms

From

The HUB24 Investment Service (HUB24), a service offering of ASX listed wealth management services utility and stockbroker, Investorfirst Limited (ASX: INQ), has announced that it will reposition its service to operate under an Investor Directed Portfolio Service (IDPS) model, thereby positively positioning the business for the recently announced Future of Financial Advice (“FOFA”) reforms. Commenting […]

continue reading

Smart phone apps: the next big thing for member engagement

From

Growing demand for specialised apps for super, wealth management Specialised smart phone and iPad applications (“apps”) are the next big thing in the financial services industry, according to Rice Warner Actuaries, an actuarial and research company that also creates online and other tools and calculators for use by the financial services industry and its customers. […]

continue reading

AustralianSuper welcomes launch of MoneySmart.gov.au

From

Website will support consumers to make better financial decisions AustralianSuper today announced its support for ASIC’s new personal finance website MoneySmart, launched this afternoon by the Prime Minister, Julia Gillard. MoneySmart aims to help people make good financial decisions by providing free, independent and unbiased information, tools and motivation and is a key part of […]

continue reading