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IRESS
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....
People & Products
The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and...
People & Products
Iress has expanded its partnership with Perennial Value Management by supporting Perennial’s global managed fund Daintree Hybrid Opportunities Fund through a dual access ...
Financial planning
EQT Fund Management says there were no “red flags” but has decided not to proceed with the acquisition as Iress aims to double net profit after tax by 2025....
Funds management
This is on top of the initial 30-day due diligence period for EQT’s potential acquisition of Iress via a scheme of arrangement....
Funds management
In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....
Funds management
Iress will provide its range of managed funds administration along with fully integrated digital tools and trading interfaces for the asset manager’s investors....
Funds management
Iress has been approached a third time by EQT Fund Management to acquire all its shares and its board intends to recommend that shareholders vote in favour of the proposa...
Financial planning
EQT Funds Management has been provided with limited non-public information for a potential acquisition offer, after two unsolicited offers have been rejected in the last ...
Financial planning
Digital advice is essential to servicing the unmet advice gap but making the platforms simple is the biggest challenge, according to a panel. ...
People & Products
Amir Ansari has been appointed as global head of product design at the financial services technology firm. ...
Financial planning
Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
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Podcast
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The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...