Iress launches in Canada
IRESS has extended its North American presence with the launch of its wealth management platform in Canada.
Iress Canada vice president of sales Michael Harrison said the private wealth management system - currently available in Australia, New Zealand, South Africa, Asia and the United Kingdom - adapts to regional and jurisdictional compliance frameworks.
The system also includes an online portal that allows advisers to share portfolio information and data, as well as the capability to generate single and bulk order execution.
Recommended for you
Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitability by Q1 2025.
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their listed counterparts.
Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients.
Bennelong Funds Management chief executive John Burke has told Money Management that the firm is seeking to invest in boutiques in two specific asset classes as it identifies gaps in its product range.