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IRESS
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....
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....
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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...