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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 ...
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 ...
Financial planning
Digital advice is essential to servicing the unmet advice gap but making the platforms simple is the biggest challenge, according to a panel. ...
People & Products
Amir Ansari has been appointed as global head of product design at the financial services technology firm. ...
Financial planning
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
Policy & Regulation
The financial services technology company will deliver an industry-wide solution to help firms meet the upcoming design and distribution obligations which will come into ...
Financial planning
Iress may still be digesting its acquisition of OneVue but it has signalled that it has both the capital and the appetite for mergers and acquisitions. ...
Funds management
Iress has dismissed concerns of ‘overboarding’ despite new chair Roger Sharp having five other chair or deputy chair positions. ...
Funds management
Almost half of ASX 300 companies have at least one director who sits on four or more boards, according to Melior Investment Management....
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...