ANDREW WALSH

Financial planning

The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director. ...

People & Products

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

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...

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. ...

People & Products

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

Funds management

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

People & Products

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

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....

People & Products

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

People & Products

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

Financial planning

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

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...

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. ...

People & Products

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

People & Products

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 1 hour ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks ago