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IRESS
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....
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. ...
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...
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...
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
Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee consent....
People & Products
Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....
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...
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 ...
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....
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....
Funds management
In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....
Funds management
Iress will provide its range of managed funds administration along with fully integrated digital tools and trading interfaces for the asset manager’s investors....
Funds management
Iress has been approached a third time by EQT Fund Management to acquire all its shares and its board intends to recommend that shareholders vote in favour of the proposa...
Financial planning
EQT Funds Management has been provided with limited non-public information for a potential acquisition offer, after two unsolicited offers have been rejected in the last ...
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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...