Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, according to Netwealth research, despite ...
Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more ...
Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers ...
Iress has signed a three-year extension of its agreement with Count, enabling the financial services firm to continue using advice ...
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than ...
Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future ...
Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features ...
There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, ...
The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process.
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...
