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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....
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....
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