In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with ...
In its half year results, the firm attributes the decline to advisers migrating to independent advice firms.
Following Iress’ acquisition of OneVue, advisers and fund managers will be able to have direct access to buy, sell, and ...
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.
There is no lack of competition between licensees to attract good financial planning businesses, but Mike Taylor writes, the days ...
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan.
Independent financial advisers aligned with MLC Wealth will have access to up to $10,000 to help them transition to IOOF, ...
The integration focuses on automation for advisers and accountants, with the Class data feed being able to provide an up-to-date ...
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...
