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IRESS
Financial planning
The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director. ...
Financial planning
As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....
Funds management
Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more than 20 years with the business. ...
People & Products
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renew...
Features
Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions....
Financial planning
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....
Funds management
Disciplined cost management on its transformation strategy has helped Iress to report an adjusted EBITDA of $67 million in the first half of 2024....
Funds management
Iress has partnered with Ediphy, a specialist in fixed income markets, providing its users with access to additional fixed income liquidity sources across the globe. ...
People & Products
Iress has appointed Insignia Financial’s former general manager of master trust and insurance products as its newest CEO of superannuation, who will take over from Paul G...
Financial planning
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....
Features
A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....
Financial planning
A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....
Financial planning
Iress is expecting a 50 per cent EBITDA rise for the first half of the 2024 calendar year compared to the prior corresponding period, as it enters the final stages of its...
Financial planning
With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larg...
People & Products
Technology company Iress has revealed the findings of its internal investigation following a cyber incident earlier this year which affected its OneVue business. ...
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MARKET INSIGHTS
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...