The financial services technology company will deliver an industry-wide solution to help firms meet the upcoming design and distribution obligations which will come into ...
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. ...
Iress has dismissed concerns of ‘overboarding’ despite new chair Roger Sharp having five other chair or deputy chair positions. ...
Almost half of ASX 300 companies have at least one director who sits on four or more boards, according to Melior Investment Management....
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....
Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....
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 ...
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....
The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....
Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue....
Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice....
Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change....
OneVue has formally transitioned to Iress and de-listed from the Australian Securities Exchange with founder Connie Mckeage stepping back to a consultancy position....
The financial advice client engagement software provider has now integrated with Iress’ financial planning software Xplan....
Joydip Das will commence the role in Melbourne from 14 September, 2020....
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...