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Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
Financial planning
Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice....
Tools & guides
The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight the benefits of technology, writes...
People & Products
Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan simpler to use....
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...