Australia

All your file note questions, answered
Iress product manager Zita White recently jumped onto Advisely to answer all your burning Xplan Doc Notes questions. She covered everything from how to best maximise the search functions to dictation of file notes in Xplan. Here are five of the most interesting conversations that came out of their AMA: Q: Is there any…
Upfront S3 Ep.2: It’s Showtime!
What do the most successful financial advisers do differently? That’s the upfront question for our guest, financial advice marketing expert and the world’s best G&T maker, Philip Calvert. Join host and fellow financial adviser Emmanuel Asuquo as he uncovers the tricks and techniques guaranteed to win and retain clients.…
A faster way to keep track of APRA's red flags
A new update to Xplan’s WealthSolver tool, available from July 1st, attaches coloured flags to any superannuation fund that has failed APRA's annual legislated performance test. The new flag feature saves advisers time spent researching how various super funds have fared in the testing process. Full visibility over…

All your file note questions, answered
Iress product manager Zita White recently jumped onto Advisely to answer all your burning Xplan Doc Notes questions. She covered everything from how to best maximise the search functions to dictation of file notes in Xplan. Here are five of the most interesting conversations that came out of their AMA: Q: Is there any…
Upfront S3 Ep.2: It’s Showtime!
What do the most successful financial advisers do differently? That’s the upfront question for our guest, financial advice marketing expert and the world’s best G&T maker, Philip Calvert. Join host and fellow financial adviser Emmanuel Asuquo as he uncovers the tricks and techniques guaranteed to win and retain clients.…
A faster way to keep track of APRA's red flags
A new update to Xplan’s WealthSolver tool, available from July 1st, attaches coloured flags to any superannuation fund that has failed APRA's annual legislated performance test. The new flag feature saves advisers time spent researching how various super funds have fared in the testing process. Full visibility over…

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