EMILY CHEN

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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 18 hours ago