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 ...

image
Financial planning

Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice....

image
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...

image
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....

image
People & Products

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

image
People & Products

IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

10 hours ago
Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

1 day 10 hours ago
JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

1 day 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago