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Top Performing Advisers Serve 40% More Clients – Report
Our report highlighting that the most efficient Australian advice practices serve 40% more clients than their peers drew strong reader interest this week...
The most efficient Australian advice practices serve...
Tech Won’t Replace the Need for Advisers
Robo-advice still has a long way to go and isn’t necessarily a significant competitor to the human financial adviser, says Business Health principal, Terry Bell.
Bell says that while tech has a major role to...
Seven Megatrends That Will Change Financial Advice
Advisers are being urged to proactively adapt to changes in clientele, products, technology, and business structure to stay competitive, in a new report from Deloitte Access Economics in collaboration with Iress.
The Advice 2030: The...
New Partnership to Strengthen Financial Advice Talent Pipeline
Technology company Iress has announced a new partnership with financial services career pathway provider, Striver, to attract “much needed” talent into the financial advice industry.
The company says that as demand surges for financial advice...
New Adviser Community Platform
A free community platform for financial advisers, paraplanners and practice managers called Advisely has been launched by Iress.
The technology company says that with increasing pressure on margins within advice practices and an ever-growing demand for...
Senior Industry Leaders Join FSC Board
The FSC has announced the appointment of two senior industry leaders to its board.
The council says Alexis George, Chief Executive Officer of AMP and Matt Rady, Chief Executive Officer of BT Financial Group, will...
Advice Practices Increase Profitability and Efficiency – Survey
Australian financial advice practices have increased average total revenues substantially since 2021, according to Iress’ 2023 Financial Advice Efficiency Report.
The financial services technology company says the average total revenues of all practices surveyed had...
MLC Life Insurance Joins Connectivity Network
MLC Life Insurance and wealth platform Praemium have signed Memorandums of Understanding in which they agree to collaborate with Iress on the design and creation of its Connectivity Network, says the technology company.
A statement...
Efficiency-Boosting ‘Connectivity Network’ Launched
Technology company Iress has announced the creation of a ‘Connectivity Network’ that intends to directly connect platforms and insurance providers with advice software such as Xplan.
A statement from the company says that the Connectivity...
Zurich Signs on to Industry-Wide DDO Solution
Technology company Iress has announced that Zurich Financial Services Australia has signed onto its blockchain-based industry solution for managing the Design and Distribution Obligations (DDO) legislation, which came into effect from 5 October, 2021.
A...