Australia

In advice, as in life, there are certain tasks that will always need doing – over and over, no matter what. It comes with the territory. Because of this, sometimes the smallest changes to your process can have the biggest impact over time. But how do you identify where there's room for improvement? Well, you can start by…

With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising…

Conversations are the core of the adviser/client relationship: they’re a golden opportunity to demonstrate the kind of value technology could never replace. What they rarely demonstrate, though, is the amount of work that goes on behind the scenes. While there are often good reasons for moving all the detail to the…

As we work to improve the Iress Community, we are excited to introduce Group Hubs! Group Hubs are essentially smaller communities within the overall Iress Community. Each group hub is an active space where you can access dedicated information, engage with peers and the teams within Iress who support this topic by asking…

Compliance is a time-consuming yet critical part of the advice process, which is why there’s a high demand for tools that support advisers to meet their regulatory responsibilities as efficiently as possible. Meeting higher professional standards requires rigorous evidence and the ability to record and report these on…