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. ...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...