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Showing 41 - 50 of 361 results for "IRESS"

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
... Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research with 113 advice practices across Australia ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... agreements via Xplan. They join Colonial First State, which features Iress' tool on its platforms FirstChoice and FirstWrap. Iress managing director of financial advice Tizzy Vigilante said the automated solution will result in reduced time spent ...

Two senior leaders exit Iress

KARREN VERGARA  |  MONDAY, 25 OCT 2021
The chief commercial officer and head of communications and marketing officer at Iress have announced their resignations. Chief commercial officer Michael Blomfield steps down after one year with the ASX-listed firm. He leaves effective immediately ...

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
Colonial First State has partnered with Iress to help it comply with the newly introduced ongoing advice fee obligations. The blockchain-supported solution will manage advice fee consent requirements for clients on CFS's platforms, FirstChoice and ...

Iress expands Perennial partnership

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
Iress has expanded its funds administration partnership with Perennial Value Management. Iress will support the Perennial issued Daintree Hybrid Opportunities Fund (ASX:DHOF), connecting the fund to brokers via CHESS along with traditional managed fund ...

EQT Group dumps Iress bid

ANNABELLE DICKSON  |  FRIDAY, 17 SEP 2021
The European private equity firm has abandoned its plans to acquire Iress with both parties unable to agree to a transaction. Last week Iress granted EQT a further 10 days to complete its due diligence after an initial 30-day access on August 11. EQT's ...

BT appoints chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 SEP 2021
... the business. Rady brings more than 30 years' experience, having also previously held senior roles at Macquarie and Iress. Rady resigned from Allianz Retire+ in July this year following about three years in the role. BT's managing directors Kathy ...

EQT gets 10 more days of due diligence at Iress

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
Iress shareholders will have to wait a little longer, as its board grants EQT another 10 days to complete its due diligence. The European private equity firm was granted 30-day access to Iress's books on August 11, at its third bid. EQT's third offer ...

Iress integrates DDO with Xplan

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process. Iress' DDO solution has three ...

Iress steady amid OneVue integration

ELIZABETH MCARTHUR  |  THURSDAY, 19 AUG 2021
Iress' half year results were solid with profit up 9% and earnings per share up 6%, as it finalises the integration of OneVue's business. Iress reported pro forma revenue of $298.7 million and segment profit of $77 million. It declared an interim dividend ...