Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee consent....

Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....

The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and...

Iress has expanded its partnership with Perennial Value Management by supporting Perennial’s global managed fund Daintree Hybrid Opportunities Fund through a dual access ...

EQT Fund Management says there were no “red flags” but has decided not to proceed with the acquisition as Iress aims to double net profit after tax by 2025....

This is on top of the initial 30-day due diligence period for EQT’s potential acquisition of Iress via a scheme of arrangement....

In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....

Iress will provide its range of managed funds administration along with fully integrated digital tools and trading interfaces for the asset manager’s investors....

Iress has been approached a third time by EQT Fund Management to acquire all its shares and its board intends to recommend that shareholders vote in favour of the proposa...

EQT Funds Management has been provided with limited non-public information for a potential acquisition offer, after two unsolicited offers have been rejected in the last ...

Digital advice is essential to servicing the unmet advice gap but making the platforms simple is the biggest challenge, according to a panel. ...

Amir Ansari has been appointed as global head of product design at the financial services technology firm. ...

Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....

COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...