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IRESS
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....
Financial planning
FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....
Funds management
One listed financial stock has demonstrated a spectacular turnaround to report 230% returns after seeing losses of 69% earlier this year. ...
Financial planning
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
Financial planning
The proposed Iress acquisition of OneVue has surprised many but is explained by the synergies and returns which can be derived by leveraging technology and reach. ...
Funds management
There are five funds which could be set to benefit from the acquisition of OneVue by Iress after the financial technology firm announced a capital raising and a scheme of...
Financial planning
Financial services technology company, Iress has moved to acquire OneVue....
Tools & guides
The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight the benefits of technology, writes...
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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...