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Showing 1 - 10 of 180 results for "Xplan"

AI use limited but take up rises among advisers

KARREN VERGARA | TUESDAY, 5 NOV 2024

... mature but not mass adoption, high potential adoption, and niche adoption. The survey of 300 advice firms also found that Xplan remains the dominant supplier of planning and modelling software to advice businesses (62%). Despite this, there has been ...

Iress rejigs leadership team

ANDREW MCKEAN | WEDNESDAY, 9 OCT 2024

... executive Marcus Price to focus more on strategic growth opportunities. It comes as the group also loses the co-founder of Xplan. The financial software and data firm has promoted Harry Mitchell to deputy chief executive, effective immediately. Mitchell ...

Hostplus launches digital advice platform

ANDREW MCKEAN | MONDAY, 9 SEP 2024

... tools. SuperSmart addresses this by combining Iress' financial education offering with digital personal advice powered by Xplan, integrated into registry software, enabling personalised member education and advice at scale, she said.

Count renews Iress contract

KARREN VERGARA | MONDAY, 6 MAY 2024

... to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support its growth ambitions in a scalable and reliable way and ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER | TUESDAY, 21 NOV 2023

... accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing the risk of implementation errors and the need for re-keying data. The new functionality selects and pre-populates ...

Advice Revolution rebrands to elemnta

KARREN VERGARA | WEDNESDAY, 20 SEP 2023

... advisers that will be launched later this year. Advice Revolution will continue to exist and operates a client portal within Xplan. elemnta now employs 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty and ...

iFactFind partners with global tech firm

KARREN VERGARA | WEDNESDAY, 20 SEP 2023

... and robust client discussions. It also speeds up the delivery of advice, facilitates more efficient meetings," he said. Xplan, Worksorted, and Fin365 are also part of iFactFind's stable of partners. Based in Austin, Texas, Voyant entered the Australian ...

CareSuper, Spirit Super mandate Iress ahead of merger

ANDREW MCKEAN | MONDAY, 28 AUG 2023

... shares, and consolidate and switch funds. Iress will also continue to provide enablement software for the merger entity via Xplan Prime, which enables funds to produce and document objective-based advice. Iress chief executive of superannuation Paul ...

Guideway launches file note AI tool

KARREN VERGARA | THURSDAY, 24 AUG 2023

... editing to spend more time with clients - where it matters most. FinTalk can be accessed in two ways - it integrates with Xplan or advisers can log into the app's webpage. "FinTalk is more than just a technological advancement; it's a step forward ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN | THURSDAY, 20 APR 2023

... exploring data and AI opportunities, and further expanding Iress' connectivity capabilities in wealth and trading, such as Xplan. As such, Iress is introducing four key business lines, each with end-to-end accountability for product, technology and ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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