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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

Financial advice

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

Financial advice

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

Financial advice

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

Financial advice

Closing the data gap

The QAR review clarified just how many Australians have unmet advice needs. Technology can play an important role in closing the gap, but where do advisers start?

Alex Burke | 4 min read
27 June 2023

Financial advice