The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring.
Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue.
Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice.
Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the ...
OneVue has formally transitioned to Iress and de-listed from the Australian Securities Exchange with founder Connie Mckeage stepping back to ...
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan.
Joydip Das will commence the role in Melbourne from 14 September, 2020.
The Australian Competition and Consumer Commission will not oppose the Iress acquisition of OneVue.
OneVue has posted a revenue decrease of 1% to $49.1 million in its FY20 results due to market volatility, lower ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
