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IRESS
Financial planning
With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...
People & Products
Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...
Financial planning
Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice...
Financial planning
Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....
Financial planning
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partne...
People & Products
Iress has announced it will divest its superannuation business as the latest step in its transformation program, allowing it to focus on wealth management. ...
Financial planning
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill...
Financial planning
Experts believe rival licensee AMP and technology software firms could be next on the list for private equity firms looking to enter the Australian market. ...
Financial planning
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....
Financial planning
Praemium has updated on the progress of its integration with platform OneVue, which it acquired from Iress earlier this year. ...
Financial planning
Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, according to Netwealth research, despite newer players battling for a ...
Financial planning
The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director. ...
Financial planning
As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....
Funds management
Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more than 20 years with the business. ...
People & Products
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renew...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...