Insights

A More Powerful Data Integration for Financial Advisers

Transact’s integration with Xplan has just been enhanced - enabling Advisers to access a rich array of data feeds directly from Transact, enhancing data access, efficiency, accuracy, and client service.

Iress  |  2 min read
14 August 2025

WealthTech Spotlight: AI in cybersecurity: A shield and a sword for financial services

Iress  |  8 min read
31 July 2025

WealthTech Spotlight: Mid-2025 review with Finura

How Finura's 2025 WealthTech predictions are holding up and what it means for advice

Iress  |  6 min read
18 July 2025

From insight to impact

It’s often said that most organisations are drowning in data but starving for clarity. So how do you turn insights into strategic action?

Trista Wang  |  5 min read
16 July 2025

Generating Demand: A Missed Opportunity in New Build Mortgages

In today’s fast-moving mortgage market, innovation isn’t just a buzzword, it’s an opportunity. For mortgage brokers working in the New Build sector, it’s time to start seeing lender innovation not just as a product feature, but as a strategic tool for growth, visibility, and long-term client value. Jonathan Evans, Senior National Account and New Build Lead from Skipton Building Society discusses.

Jonathan Evans  |  3 min read
14 July 2025

ASX SR15: A step together towards a stronger, globally aligned market

Iress  |  3 min read
15 July 2025

A shared vision for smarter advice

PlannerPal CEO Mark Whitcroft talks about the Iress and PlannerPal partnership that's revolutionising financial advice in the UK.

Guest contributor  |  4 min read
09 July 2025