IRESS

People & Products

The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process....

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Financial planning

Iress has reported growth in its financial advice business segment while posting a 25% decline in net profit after tax (NPAT) and a 29% increase in underlying NPAT....

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Expert Analysis

There’s more to the under 25s than we give them credit for, especially when it comes to their finances....

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People & Products

Iress has appointed a new chief executive following the decision by Andrew Walsh to retire after more than 20 years with the company....

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People & Products

Iress has announced changes to its client-facing commercial team in Australia and New Zealand with Tizzy Vigilante and Kirsty Gross stepping away from the business. ...

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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...

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Features

Financial advice businesses will need a new operating model if they want to remain successful which will be underpinned by technology creating more efficiencies, writes O...

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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. ...

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People & Products

Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee consent....

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People & Products

Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....

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People & Products

The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and...

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People & Products

Iress has expanded its partnership with Perennial Value Management by supporting Perennial’s global managed fund Daintree Hybrid Opportunities Fund through a dual access ...

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Financial planning

EQT Fund Management says there were no “red flags” but has decided not to proceed with the acquisition as Iress aims to double net profit after tax by 2025....

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Funds management

This is on top of the initial 30-day due diligence period for EQT’s potential acquisition of Iress via a scheme of arrangement....

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Funds management

In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....

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