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. ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...