Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice.
The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight ...
Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan ...
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement.
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement.
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
