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IRESS
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....
Financial planning
The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....
Financial planning
Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue....
Financial planning
Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice....
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....
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....
Financial planning
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
People & Products
Joydip Das will commence the role in Melbourne from 14 September, 2020....
Funds management
The Australian Competition and Consumer Commission will not oppose the Iress acquisition of OneVue....
Financial planning
OneVue has posted a revenue decrease of 1% to $49.1 million in its FY20 results due to market volatility, lower interest rates and the new Protect Your Super legislation ...
Funds management
The technology firm’s profit has taken a hit due to impacts of operating losses in acquired businesses and an increase in annual leave days following the COVID-19 pandemi...
People & Products
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
Financial planning
FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....
Funds management
One listed financial stock has demonstrated a spectacular turnaround to report 230% returns after seeing losses of 69% earlier this year. ...
Financial planning
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...