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The Good, the bad and the ugly: What judging taught me about our SOAs
Judging awards is one of the genuine privileges of this job, and I say that as someone whose working life is mostly legislation and exposure drafts. For a few weeks a year, someone hands me a pile of submissions from advisers putting forward their very best work — their strongest argument for why they should be crowned…
Am I charging enough? How to price your next client with confidence
"What is everyone else charging?" It's one of the questions advisers ask me most. Usually followed by: "Am I charging too much, or nowhere near enough?" Benchmarks can help. Adviser Ratings' 2025 Financial Advice Landscape report put the median ongoing advice fee at $4,668, up 18% in a year and 67% over five years. But a…
Are you staying, growing or going; do your clients know?
In the third article of The Quiet Client series, we discuss the issue of adviser dependency and the risk it can present to the advice practice. Consider one of the key findings from Business Health’s Client Satisfaction Survey (CATScan) analysis; 63% of all advised clients state they would leave their current firm if their…
Your 2027 business plan: Will your team actually deliver it?
As another year draws to a close, we’ve been reflecting on the work we've done with advice practices throughout 2026. We've helped practices redesign pricing models, assess costs and capacity, implement new CRMs and team incentive programs, develop sales skills in younger advisers, and tackle communication, role clarity…

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Your 2027 business plan: Will your team actually deliver it?
As another year draws to a close, we’ve been reflecting on the work we've done with advice practices throughout 2026. We've helped practices redesign pricing models, assess costs and capacity, implement new CRMs and team incentive programs, develop sales skills in younger advisers, and tackle communication, role clarity…
Are you staying, growing or going; do your clients know?
In the third article of The Quiet Client series, we discuss the issue of adviser dependency and the risk it can present to the advice practice. Consider one of the key findings from Business Health’s Client Satisfaction Survey (CATScan) analysis; 63% of all advised clients state they would leave their current firm if their…
Am I charging enough? How to price your next client with confidence
"What is everyone else charging?" It's one of the questions advisers ask me most. Usually followed by: "Am I charging too much, or nowhere near enough?" Benchmarks can help. Adviser Ratings' 2025 Financial Advice Landscape report put the median ongoing advice fee at $4,668, up 18% in a year and 67% over five years. But a…
Keeping a team engaged when your office is digital and intelligent
For many advice firms, the move to a virtual office began as a necessity. Today, it is a deliberate choice. The real challenge is not whether remote work can function, but how to keep people engaged, connected and growing when your office exists in the cloud and increasingly alongside AI. Engagement does not come from…
Reform moves fast. Your technical support should be faster
We recently received a new paraplanning request from one of our practices for a new LRBA arrangement for a client wanting to buy a residential investment property through their SMSF. It should have been standard work, except that by the time we received the file for pricing the amendment to ban new residential property…
The real AI opportunity: Capacity, trust and better advice
By Sam Wall, Iress CEO – Wealth APAC AI is no longer waiting at the door of financial advice. It is already inside many practices, helping with tasks such as meeting transcription, file notes and client communications. The next challenge is whether advice businesses can turn those individual productivity gains into…
How much should an advice firm spend on an IT provider?
Are you paying too much, paying too little, or simply paying for the wrong things? It’s a question I hear regularly from advice firms: “How much should we actually be paying for IT?” Unfortunately, there isn’t a magic number. At one end of the spectrum, there’s DIY. Someone in the business looks after the technology…
Serving the clients you can't afford to advise
Last year we turned away a 34-year-old teacher with $180,000 in super, a mortgage, a new baby and a genuinely good question about whether to salary sacrifice or pay down debt faster. She wasn't a bad prospect. She was a bad fit for a $6,600 engagement. So we did what most practices do, gave her twenty minutes of general…
The Good, the bad and the ugly: What judging taught me about our SOAs
Judging awards is one of the genuine privileges of this job, and I say that as someone whose working life is mostly legislation and exposure drafts. For a few weeks a year, someone hands me a pile of submissions from advisers putting forward their very best work — their strongest argument for why they should be crowned…
How to provide constructive feedback when peer reviewing a colleague's SOAs
A guide to help you ‘not be the person uninvited to Friday night drinks’. A peer review is essentially a risk control, and a lot of practices use it. It is another set of eyes confirming the advice is appropriate for the client, meets licensee rules, and satisfies the clear, concise and effective requirement. However, the…

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The complete guide - from setup to steady state
Part six of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 6: The complete guide - from setup to steady state A healthy datafeed is not created by one setting. It is the result of a connected process: the provider knows who should receive the data, Xplan knows where to put it,…
Your datafeed checklist — when things do not go to plan
Part five of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 5: Monitoring - keeping your datafeeds healthy Datafeeds are designed to automate everyday work, but when something looks wrong it helps to follow the same troubleshooting checks every time. Before changing settings or…
Corporate actions — keeping portfolio history aligned
Part four of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Corporate Actions can change the way a portfolio should look in Xplan. These events include, but are not limited to, dividends, distributions, buy-backs/takeovers, rights issues, bonus issues, share splits and consolidations. A…
Monitoring - keeping your datafeeds healthy
Part three of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 3: Monitoring - keeping your datafeeds healthy The best time to find a datafeed issue is before it affects a client review, a portfolio report or an advice document. And definitely before a client notices it in their…
Xplan Unlocked: What you told us about getting more from Xplan
The Australian Xplan Unlocked series has now wrapped. We brought 106 members of the financial advice community together with Iress people across Brisbane, Perth, Melbourne and Sydney to talk about the things that matter in their day-to-day work. The events were designed to be practical. Each session focused on the everyday…
Datafeed setup - building a reliable connection
Part two of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 2: The setup — building a reliable connection A datafeed setup is a little like bringing on a new team member - intensive onboarding and routine check-ins set them up for success. First, the platform needs to recognise…
Datafeeds - getting started
Part one of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 1: Datafeeds - getting started If you work with client portfolios, insurance policies or other information held on an external platform, you already know how quickly manual updates can become a chore. Datafeeds are…
All your CommPay questions, answered
Recently, Iress Client Solutions Design Consultant and CommPay expert, @margie.hynes, hopped on to XPlan Hub for an AMA all about helping you unleash the full potential of CommPay. Here are four of the most useful questions that you may find useful: Q: Is there a way to automatically add to CommPay when creating a new…
Tips and tricks for CommPay Administrators
We've gathered some of our favourite CommPay hidden gems and pro-tips to help you work smarter, improve efficiency, and get even more value from CommPay. You may already know a few—but chances are you'll find at least one feature that changes the way you work. Sometimes it's the little things—a shortcut, a setting, or a…
Unlock Your Business Potential: The Power of Your Revenue Pipeline using CommPay Lodge
Tracking upcoming revenue is critical to practice management, yet many teams I talk to fall into one of two camps: they are either spending hours manually updating a massive, colour-coded spreadsheet, or they are simply relying on whatever revenue happens to land in their bank account from the Licensee. Both approaches…

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