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Financial advice

The great retirement rescue

Hear from Iress, John O'Mahony from Deloitte, and Dr Joanne Earl from Macquarie University as they unpack the opportunity ahead and the action needed to fill this urgent advice gap.

Iress  |  1 min read
27 March 2025
Financial advice

The perfect storm: super funds vs. the advice industry

As superannuation funds expand their financial advice capabilities, lines are blurring. Is this a natural evolution - or is financial advice now in direct competition with super funds?

Iress  |  5 min read
20 March 2025
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

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