Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
IRESS
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...
People & Products
Following a strategic review of its business, Iress has made changes to its senior leadership teams, launched a new innovations division and announced a 10 per cent headc...
People & Products
Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...
People & Products
The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process....
Financial planning
Iress has reported growth in its financial advice business segment while posting a 25% decline in net profit after tax (NPAT) and a 29% increase in underlying NPAT....
Expert Analysis
There’s more to the under 25s than we give them credit for, especially when it comes to their finances....
People & Products
Iress has appointed a new chief executive following the decision by Andrew Walsh to retire after more than 20 years with the company....
People & Products
Iress has announced changes to its client-facing commercial team in Australia and New Zealand with Tizzy Vigilante and Kirsty Gross stepping away from the business. ...
People & Products
Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...
Features
Financial advice businesses will need a new operating model if they want to remain successful which will be underpinned by technology creating more efficiencies, writes O...
Financial planning
The average adviser is looking after 133 clients while the average practice produces $1.1 million in revenue, according to a survey from Iress. ...
People & Products
Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee consent....
People & Products
Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....
Never miss the latest news and developments in wealth management industry
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...