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

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

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

The great retirement rescue

Hear from Iress, John O'Mahony from Deloitte, and Dr Joanne Earl from Macquarie University as they unpack the opportunity ahead and the action needed to fill this urgent advice gap.

Iress  |  1 min read
27 March 2025

The perfect storm: super funds vs. the advice industry

As superannuation funds expand their financial advice capabilities, lines are blurring. Is this a natural evolution - or is financial advice now in direct competition with super funds?

Iress  |  5 min read
20 March 2025

2024 Customer Survey: Wealth APAC

Earlier this year, we introduced Loop, our feedback program that’s all about you. We prioritised giving you more opportunities to share your feedback, helping us continuously improve both our products and services.

Kerry Ong  |  3 min read
10 September 2024