IRESS
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. ...
Funds management
Iress has dismissed concerns of ‘overboarding’ despite new chair Roger Sharp having five other chair or deputy chair positions. ...
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....
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....
People & Products
Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....
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 ...
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....
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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...