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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
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....