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Wealth

Shared from www.investordaily.com.au

Platform provider Praemium has acquired UK-based financial planning software provider Plum Software.

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Shared from www.ifa.com.au

Research house Investment Trends has found licensees are investing heavily into their planning software in order for advisers to better meet the requirements of FOFA.

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Shared from www.investordaily.com.au

IRESS’s Xplan and Rubik's Coin have been named as the top two financial planning software applications.

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Shared from www.ifa.com.au

US-based financial planning guru Bill Bachrach has suggested robo-advice tools will decimate FUM-focused advisers, while 'values-based' practitioners will survive the automation trend.

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Shared from www.investordaily.com.au

Financial institutions will be forced to invest more heavily in technology to compete as smaller wealth managers tie up with tech providers, a mergers and acquisitions consultant has predicted.

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