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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. ...
Financial planning
Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....
Funds management
Iress has issued an update denying the validity of “certain statements” made by an alleged threat actor, following a cyber incident last weekend....
Funds management
Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data. ...
Funds management
With US$4.45 million being the global average cost of a data breach in 2023 alongside the rapid explosion of AI, WTW has emphasised why governance efforts are critical in...
People & Products
Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....
Financial planning
Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners thro...
Financial planning
Iress has signed a three-year extension of its agreement with Count, enabling the financial services firm to continue using advice software Xplan to support its growth am...
Financial planning
Iress has increased its forecast adjusted EBITDA by $5 million for the 2023/24 financial year in light of the sale of its platform business to Praemium and hinted at a re...
Financial planning
With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and whi...
People & Products
Iress has completed the sale of its platform business, bringing $4.1 billion in funds under administration over to Praemium....
Financial planning
Iress has announced a partnership with financial services career provider Striver to encourage new graduates and career changers into the financial advice industry....
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MARKET INSIGHTS
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...