IRESS

Policy & Regulation

The financial services technology company will deliver an industry-wide solution to help firms meet the upcoming design and distribution obligations which will come into ...

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Financial planning

Iress may still be digesting its acquisition of OneVue but it has signalled that it has both the capital and the appetite for mergers and acquisitions. ...

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Funds management

Iress has dismissed concerns of ‘overboarding’ despite new chair Roger Sharp having five other chair or deputy chair positions. ...

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Funds management

Almost half of ASX 300 companies have at least one director who sits on four or more boards, according to Melior Investment Management....

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Financial planning

Iress has reported a 9% decline in net profit after tax but the OneVue integration is a key focus for 2021 as it looks to grow funds registry by value and funds....

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People & Products

Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....

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Funds management

Following Iress’ acquisition of OneVue, advisers and fund managers will be able to have direct access to buy, sell, and report all managed funds on OneVue’s registry via ...

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Financial planning

Iress has looked to the new rules around advice fee consent to roll-out one of the first building blocks of its infrastructure as a service strategy....

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Financial planning

The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....

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Financial planning

Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue....

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Financial planning

Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice....

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Expert Analysis

Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change....

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Financial planning

OneVue has formally transitioned to Iress and de-listed from the Australian Securities Exchange with founder Connie Mckeage stepping back to a consultancy position....

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Financial planning

The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....

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People & Products

Joydip Das will commence the role in Melbourne from 14 September, 2020....

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 2 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 21 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago