Financial advice

From volume to value: the evolution of protection advice

For years, the protection market (ourselves included) has measured momentum through volume but our latest data suggests the industry is entering a more mature and encouraging phase - one defined less by activity for activity’s sake, and more by precision, intent and meaningful client engagement.

Jacqui Durbin  |  5 min read
09 June 2026

Financial advice

Financial readiness in the UK: Why only 11% meet the benchmarks for true financial security

A new nationally representative survey by Iress with YouGov and The Lang Cat has revealed how people across the UK are really feeling about their finances.

Guest contributor  |  5 min read
12 February 2026

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