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 ...
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 the benefits of technology, writes...
Iress will release the first of several planned updates to thousands of users from Friday August 2, to make Xplan simpler to use....
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. ...
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...
So we are now underwriting criminal scams?...