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IRESS
Financial planning
Former Iress chief executive, Andrew Walsh, has been promoted to chair of a boutique Sydney advisory firm, having stepped down from the same position at Mason Stevens....
Superannuation
Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group. ...
Financial planning
The financial services software firm has confirmed the finalised sale of its superannuation business to Apex Group as it increases focus on other key functions within the...
Financial planning
Having taken some “quite tough medicine” during its 18-month transformation program, Iress is now doubling down on organic growth in the delivery of its wealth technologi...
Financial planning
Having already completed three major sales, Iress has announced its latest divestment following a strategic review conducted during its transformation program....
Financial planning
With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...
People & Products
Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...
Financial planning
Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice...
Financial planning
Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....
Financial planning
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partne...
People & Products
Iress has announced it will divest its superannuation business as the latest step in its transformation program, allowing it to focus on wealth management. ...
Financial planning
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill...
Financial planning
Experts believe rival licensee AMP and technology software firms could be next on the list for private equity firms looking to enter the Australian market. ...
Financial planning
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week....
Financial planning
Praemium has updated on the progress of its integration with platform OneVue, which it acquired from Iress earlier this year. ...
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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...