Financial advice

Sourcing Wrapped

It's been a year of innovation, collaboration and growth. Join us for a look back at a record-breaking year across Protection, Retirement and Mortgages.

Guest contributor  |  1 min read
16 December 2025

Financial advice

The evolving profile of an Income Protection customer

Read the findings of our highly anticipated follow-up to last year’s praised report with the Income Protection Task Force (IPTF) and download your full copy.

Jane Irwin  |  3 min read
09 October 2025

Financial advice

IressNet expands with Aware Super datafeed in Xplan: Helping more Australians reach retirement goals through better data

Guest contributor  |  3 min read
24 September 2025

Financial advice

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

Financial advice

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

Iress  |  8 min read
31 July 2025

Financial advice

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

Financial advice

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

Financial advice

A better way to do fact finds in Xplan

It's one of the most important interactions between an adviser and a client and sometimes the most complex. So, what if there was a simpler way to do fact-finding? Well, now there is...

Dave Mann  |  3 min read
22 June 2025