Wealth Management

Regulatory change

Mark Loosmore discusses the regulatory future of the financial services in South Africa, drawing predictions from similar reforms with in UK and Australia.

Wealth Management

Don't forget the humans

You have made the decision to implement a new advice platform such as XPLAN, but what about the humans? Nuala Clamp offers an expert guide on engaging the people in your business to ensure a successful adoption of the new technology.


IRESS and Avelo

Andrew Walsh discusses IRESS' acquisition of Avelo in the UK, including how the move will contribute to IRESS' global and local strategies.

Wealth Management

Not just a fad

Aaron Knowles recaps on a recent meeting with a client, who was keen to drastically reduce the admin and paper in his business. XPLANtouch, the XPLAN app, was the solution.

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