POWERED BY MOMENTUM MEDIA
ANDREW WALSH
Financial planning
The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director. ...
People & Products
Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...
People & Products
Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...
Financial planning
The average adviser is looking after 133 clients while the average practice produces $1.1 million in revenue, according to a survey from Iress. ...
People & Products
Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....
Funds management
In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....
People & Products
Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....
Expert Analysis
Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change....
People & Products
Joydip Das will commence the role in Melbourne from 14 September, 2020....
People & Products
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
Financial planning
Financial services software firm, Iress has decided to withdraw its FY20 guidance due to ‘the broader uncertainty surrounding COVID-19’. ...
Features
Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...
People & Products
IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...
People & Products
Iress has acquired blockchain platform provider, BC Gateways, established by former APIR chairman, Andy Hutchings Broso....
People & Products
IRESS has announced the acquisition of QuantHouse, an international provider of market data and trading infrastructure....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....