IRESS

People & Products

Iress has found a buyer for its OneVue platform business as it moves to streamline the business to three core segments of wealth management, trading and superannuation. ...

Financial planning

Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future changes, as advisers complain the technolog...

Financial planning

Iress has reported a statutory NPAT loss of $137 million in 2023 compared to a profit of $52.7 million in the previous year....

Financial planning

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...

Financial planning

Iress remains steadfast to deliver on its promise of being an incumbent in the financial software market, which will include offering AI toolkits to advisers....

Features

A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solutio...

Funds management

The financial services platform has provided updated results from last financial year and expected FY24 earnings as it nears completion of its transformation program by t...

People & Products

Iress has completed the sale of its managed funds administration business to SS&C Technologies with managed portfolio CEO John Harris to depart....

People & Products

The fintech has appointed an interim wealth CEO to succeed Harry Mitchell, who takes on additional responsibilities in the UK, and has flagged superannuation as a growth ...

Financial planning

The firm has entered an agreement with SS&C to divest its managed funds administration business for $52 million with the deal expected to close in Q3 FY23 as it details i...

People & Products

Iress has appointed Cameron Williamson as its new group chief financial officer (CFO), joining from Pendal. ...

Financial planning

Driven by technological efficiencies, advisers are doing more with less and witnessing increased profitability, according to a survey of over 120 practices. ...

People & Products

The global wealth management platform has appointed Kirsty Gross as a non-executive director of FNZ Custodians, underpinning FNZ’s expansion goals into the wider Asia-Pac...

People & Products

Iress has outlined how it will move to a performance-based remuneration model following feedback that its previous structure was not aligned with shareholder returns....

People & Products

Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demograp...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 day 23 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 5 days ago