Wealth Management

XPLAN Quicktips: Introduction to the XPLAN Financial Planning Series

XPLAN product trainer, Nireshnie Perumal, discusses XPLAN QuickTips


Why GDPR can strengthen trust in financial services

It's a major change but is taking financial services in the right direction.


Predictions 2018: Regulation. Transformation. Conversation.

What will shape the delivery of financial services in 2018?


The Big Wrap Up

'Tis the season for giving so here's three of our most popular insight pieces all wrapped up.


How to stay ahead of the game

With regulation constantly changing, how can financial services ever keep up?

Wealth Management

Three signs you’re a digital magpie

With the pressure to be ‘digital’, is your approach strategic, or just tactical?


What happened when Alexa met XPLAN?

Find out what happened when we put two of our favourite technologies together.

Wealth Management

10 reasons integrated tech gives advisers the edge

They’re calm, super-efficient, resilient, and rumour has it, they’re happier too. Here's why...


Creating an inclusive workplace

Why fostering diversity can drive innovation and be a real differentiator for business.


Making a difference: St Angsars IT Lab

IRESS enables skills development through the St Angsars IT Lab

Financial Markets

Q3 Financial market news

Shaun Nicholson gives insight into financial markets.

Financial Markets

Q3 Market data news

Barbara Arnold gives insight into market data.

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