Xplan Hacks

Insights show that advice firms that communicate more frequently (generally once a month) with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client...

Has your client's super fund been flagged by APRA performance tests?

We recently hosted an AMA with Practice Dynamix director Jessica Lamb. What did we learn?

In a review into early stage prostate cancer policy wording, the Iress team identified life offices selling policies that still used an outdated cancer grading system.