Iress makes key board appointment
Financial services technology firm, IRESS, has appointed British-based executive, Niki Beattie to its board.
The company announced in late December that the former Merrill Lynch executive, member of the Regulatory Decisions Committee of the UK Financial Conduct Authority and current non-executive chairman of Aquis Exchange had been invited to join its board.
The announcement said that during a 14 year career at Merrill Lynch Beattie had held a range of senior roles including managing director, head of EMEA (Europe, Middle East and Africa) market structure, and director, head of MLX Market Edge and client facing technology.
Confirming the board appointment, IRESS chairman, Tony D'Aloisio said he believed Beattie's international expertise in financial technology and capital markets would be of direct relevance to the company.
Beattie will take up her board appointment from 1 February.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.