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IRESS
Financial planning
Iress has reported a 9% decline in net profit after tax but the OneVue integration is a key focus for 2021 as it looks to grow funds registry by value and funds....
People & Products
Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....
Funds management
Following Iress’ acquisition of OneVue, advisers and fund managers will be able to have direct access to buy, sell, and report all managed funds on OneVue’s registry via ...
Financial planning
Iress has looked to the new rules around advice fee consent to roll-out one of the first building blocks of its infrastructure as a service strategy....
Financial planning
The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....
Financial planning
Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue....
Financial planning
Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice....
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....
Financial planning
OneVue has formally transitioned to Iress and de-listed from the Australian Securities Exchange with founder Connie Mckeage stepping back to a consultancy position....
Financial planning
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
People & Products
Joydip Das will commence the role in Melbourne from 14 September, 2020....
Funds management
The Australian Competition and Consumer Commission will not oppose the Iress acquisition of OneVue....
Financial planning
OneVue has posted a revenue decrease of 1% to $49.1 million in its FY20 results due to market volatility, lower interest rates and the new Protect Your Super legislation ...
Funds management
The technology firm’s profit has taken a hit due to impacts of operating losses in acquired businesses and an increase in annual leave days following the COVID-19 pandemi...
People & Products
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
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MARKET INSIGHTS
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...