IRESS
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. ...
Financial planning
Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, according to Netwealth research, despite newer players battling for a ...
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....
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Podcast
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...