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Financial planning
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...
People & Products
Technology platform Praemium expects to be able to grow FUA on the OneVue platform by 50 per cent to $6 billion within 18 months of its acquisition....
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...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...