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Financial planning
Financial services firm Iress has appointed Andrew Russell as group chief executive and managing director, taking over from Marcus Price....
Financial planning
Iress has appointed a chief AI officer to spearhead the fintech’s strategic focus on AI, with chief executive Marcus Price describing how the technology opens the doors t...
Financial planning
Iress has successfully completed its business transformation to become a growth-focused business set to benefit from the expansion of advice to unadvised consumers in Aus...
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...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...