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Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file notes with Xplan, I’m here to help. Start popping in your questions below and Ask Me Anything! Update: This AMA has now ended…

Practice Dynamix director Jessica Lamb recently jumped onto to Advisely to answer all your burning questions about advice tech, integrating business processes and uncovering Xplan’s hidden gems. Here are three of the most interesting conversations that came out of her AMA: Q: What do you think is the number one…

Listen up! The award-winning financial services podcast from Iress is back. The new 10-part series starts on Wednesday 26 June, with a new host: UK-based financial adviser, author, and TV personality Emmanuel Asuquo! Series three is full of upfront conversations that everyone in financial services needs to hear, like:…

Xplan Risk Researcher, the fully-interactive risk insurance comparator system, has received updates that make it even easier for advice professionals to meet their clients’ complex needs. The updates – to ratings methodologies and approaches, as well as group cover – provide you with the precision you need to advise your…