ANDREW WALSH

People & Products

Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...

image
People & Products

Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...

image
Financial planning

The average adviser is looking after 133 clients while the average practice produces $1.1 million in revenue, according to a survey from Iress. ...

image
People & Products

Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....

image
Funds management

In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....

image
People & Products

Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....

image
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....

image
People & Products

Joydip Das will commence the role in Melbourne from 14 September, 2020....

image
People & Products

Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....

image
Financial planning

Financial services software firm, Iress has decided to withdraw its FY20 guidance due to ‘the broader uncertainty surrounding COVID-19’. ...

image
Features

Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...

image
People & Products

IRESS, the financial services software provider, has acquired UK-based O&M Systems, which provides pension and investment data comparison tools to financial advisers. ...

image
People & Products

Iress has acquired blockchain platform provider, BC Gateways, established by former APIR chairman, Andy Hutchings Broso....

image
People & Products

IRESS has announced the acquisition of QuantHouse, an international provider of market data and trading infrastructure....

image
People & Products

IRESS’ managing director, Simon Badley, has announced he would step down from his role at the end of June....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

17 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 18 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago