IRESS

People & Products

The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process....

image
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....

image
Expert Analysis

There’s more to the under 25s than we give them credit for, especially when it comes to their finances....

image
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....

image
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. ...

image
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...

image
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...

image
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. ...

image
People & Products

Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee consent....

image
People & Products

Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....

image
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...

image
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 ...

image
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....

image
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....

image
Funds management

In its half year results, the firm attributes the decline to advisers migrating to independent advice firms....

image
 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago