Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.
Five years since the Hayne royal commission was released to the public in February 2019, Money Management speaks to five advisers who reflect on how the advice industry has been “changed forever”.
Women have long been underserviced by financial advice. Four professionals who cater to the needs of female clients discuss how they have better marketed their services.