Financial advice

Bricking it - the truth about Consumer Duty and wealth management

Matt Lonsdale  |  8 min read
30 March 2023

Financial advice

100mph Tape

Are we all guilty of patching up small issues until they can't be ignored any longer?

Matt Lonsdale  |  5 min read
01 February 2023

Financial advice

What every financial planner should automate in 2023

The financial advice workflows to automate for greater efficiency and reduced costs.

Guest contributor  |  7 min read
24 January 2023

Financial advice

Top advice tech trends for 2023

As we head into 2023, Iress’ Matthew Mensforth reflects on the last 12 months and the advice tech trends that might shape the year ahead.

Matthew Mensforth  |  4 min read
07 December 2022

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