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Financial advice

2024 Customer Survey: Wealth APAC

Earlier this year, we introduced Loop, our feedback program that’s all about you. We prioritised giving you more opportunities to share your feedback, helping us continuously improve both our products and services.

Kerry Ong  |  3 min read
10 September 2024
Financial advice

Closing the data gap

The QAR review clarified just how many Australians have unmet advice needs. Technology can play an important role in closing the gap, but where do advisers start?

Alex Burke  |  4 min read
27 June 2023
Financial advice

Hands up: who’s ready for Consumer Duty?

Consumer duty is edging closer. Do you feel ready to operate within the new framework?

Guest contributor  |  6 min read
06 June 2023
Financial advice

100mph Tape

Are we all guilty of patching up small issues until they can't be ignored any longer?

Matt Lonsdale  |  5 min read
01 February 2023
Financial advice

What every financial planner should automate in 2024

The financial advice workflows to automate for greater efficiency and reduced costs.

Guest contributor  |  7 min read
24 January 2023
Financial advice

Top advice tech trends for 2023

As we head into 2023, Iress’ Matthew Mensforth reflects on the last 12 months and the advice tech trends that might shape the year ahead.

Matthew Mensforth  |  4 min read
07 December 2022
Financial advice

Starting valuable conversations

Covid 19 brought perspective around health and resulted in more openness to the ‘what if’ conversations that are needed to discuss protection. However, the current cost of living crisis and ongoing economic uncertainty continues to create a number of challenges for advisers.

Iress  |  3 min read
06 December 2022
Financial advice

Reimagining how the work, works – a perspective on advice technology

The cost of providing advice is increasing, which shuts out many everyday adult Australians. In this article, Iress explores how advice technology can help make advice more accessible, affordable and reliable for everyone.

Geoff Rogers  |  6 min read
01 December 2022
Financial advice

Is technology the saviour of advice?

Technology has long been seen as an answer to making advice more accessible. How can advice practices use technology to service the clients of today and tomorrow?

Iress  |  5 min read
28 November 2022

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