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Wealth

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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Shared from www.ifa.com.au

Software provider AdviserLogic has launched its 'licensee console' and 'licensee CRMl tools', which it says will assist AFSL holders deliver services more effectively.

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Shared from www.ifa.com.au

Lonsec Stockbroking has unveiled FrontOffice, a cloud-based practice management tool developed in collaboration with GBST, it says will provide “a complete solution to manage whole-of-client net wealth”.

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