Financial advice

Starting valuable conversations

Covid 19 brought perspective around health and resulted in more openness to the ‘what if’ conversations that are needed to discuss protection. However, the current cost of living crisis and ongoing economic uncertainty continues to create a number of challenges for advisers.

Iress  |  3 min read
06 December 2022

Financial advice

Reimagining how the work, works – a perspective on advice technology

The cost of providing advice is increasing, which shuts out many everyday adult Australians. In this article, Iress explores how advice technology can help make advice more accessible, affordable and reliable for everyone.

Geoff Rogers  |  6 min read
01 December 2022

Financial advice

Is technology the saviour of advice?

Technology has long been seen as an answer to making advice more accessible. How can advice practices use technology to service the clients of today and tomorrow?

Iress  |  5 min read
28 November 2022

Financial advice

All you need is love

Matt Lonsdale posits that love is - and always has been - the real driving force behind wealth management

Matt Lonsdale  |  6 min read
07 October 2022

Financial advice

Why data shouldn't be a dirty word

In this article, we explain data cleansing, why it's so important to have clean data before any software migration and once you've got clean data, how to keep it that way.

Guest contributor  |  5 min read
26 August 2022

Financial advice

How to engage clients in a connected world

How better client engagement leads to better client satisfaction.

Guest contributor  |  7 min read
11 July 2022

Financial advice

How to build a better performing advice business

Focus on these three key areas and you'll be on your way to building a high performing advice business where every working day gets easier.

Guest contributor  |  5 min read
11 July 2022

Financial advice

How to embrace technology change

Go from being fearful about technology to being fearless.

Guest contributor  |  7 min read
11 July 2022

Financial advice

Five 'big tech' tricks to engage your clients in financial advice

Make your business as sticky as Spotify or as data-driven as Netflix with our tips on how to get your clients better engaged with you and their finances.

Guest contributor  |  5 min read
11 July 2022