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Showing 71 - 80 of 361 results for "Iress"

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... closely with Intelliflo to roll out the offering. Intelliflo's Intelligent Office software platform will come up against IRESS as it offers client relationship management, financial planning, client reporting, portfolio valuation and adviser-led automated ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... November 2020, the firm named Sarah Brennan as chief executive, replacing Michael Blomfield who left two months earlier to join Iress. Brennan said Tunny brings a wealth of experience and expertise to lift Investment Trends to the next level. He has ...

Investment Trends names new head of research

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
... Investment Trends team, having joined in November 2020 from BMFS Consulting. Brennan replaced Michael Blomfield who joined Iress last September.

Optimum Pensions partners with Generation Life

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... solutions. David Orford is the former co-founder of superannuation administration company, Financial Synergy, which was sold to IRESS for about $90 million in September 2016. A year later, in 2017, Orford developed a white-labelled solution for superannuation ...

OneVue expands access on Xplan

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... The platform will increase the access to managed funds through quoted managed funds and distribution by integrating with Iress' Xplan. The announcement comes after the completion of Iress' acquisition of OneVue last month and will give access to quoted ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
A privately owned dealer group home to more than 70 financial advisers has partnered with Iress to provide a streamlined compliance solution. FYG has adopted Iress' data analytics solution, Lumen. The Lumen software scans for risks such as non-compliance ...

Bennelong adds to board

KARREN VERGARA  |  TUESDAY, 8 DEC 2020
... served as First State Super chief executive between 2004 and 2018. He currently holds several directorships: NSW TCorp chair, Iress director and UNHCR Australia chair. BFML chief executive Craig Bingham said Dwyer is well-known and respected in the industry ...

Investment Trends names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 26 NOV 2020
... appointed Sarah Brennan as chief executive, replacing Michael Blomfield who left in September to join the executive team at Iress. She joins from BMFS Consulting where she has held the role of managing director for almost five years. Brennan brings more ...

Zurich adds to leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 18 NOV 2020
... and digital. She brings close to 20 years' experience in financial services, having also previously held roles with Iress, Macquarie, APRA and AMP. Zurich said she is well placed to lead Zurich's proposition development and design, as it responds ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
... functionality on the Praemium platform is helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new functionality ...