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Showing 1 - 10 of 100+ results for "IRESS"

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... head of advice technology at the dealer group from 2018 to 2020 before moving to Morningstar. She also worked at TAL and Iress earlier in her career. In her new role, Cabrera will report to Centrepoint Alliance executive, advice services and solutions ...

Iress hires former dealer group chief

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
Iress has hired the former chief executive of Financial Services Partners at IOOF to a newly created senior role. Geoff Kellett has stepped into the position of head of commercial operations, a newly created role at Iress. He departed IOOF at the end ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support for advice firms ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... challenge no traditional system or process in this industry can overcome, or that any one party can solve in isolation," Iress chief commercial officer Michael Blomfield said. "We've seen strong interest from across the industry in a solution which addresses ...

New board director at AFIC

KANIKA SOOD  |  THURSDAY, 22 APR 2021
... including at Western Mining, Exxon, Roy Morgan, General Motors and SAP. She is currently a non-executive director at Seek, IRESS, Vocus, Datacom and CenlTex. AFIC has been running since 1928 and at March end had assets of $6.3 billion and market cap ...

Guild Super chooses new administrator

ELIZABETH MCARTHUR  |  THURSDAY, 22 APR 2021
... experiences. Guild Super, which also trades as Child Care Super and offers Guild Pension for retirees, will switch to using IRESS as its administrator from May. Currently, Guild Super outsources its administration to Mercer. A significant event notice ...

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... be backed by the 8300-unit prices daily, 4000 portfolios monthly and hundreds of PDS documents it collects and processes. Iress will also released a DDO solution, with three key features: TMD storage, a messaging solution to facilitate distributor and ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
... Wealth for over a year and HUB24 for five-and-a-half years in business development roles. Prior to that, he was at Netwealth, IRESS, John Hopkins Group and Aviva. "Durand brings extensive local retail investment experience with him to Milliman and will ...

ASIC takes Statewide Super to court

JAMIE WILLIAMSON  |  THURSDAY, 4 MAR 2021
... period). From mid to late 2017, and for a further two years, Statewide personnel engaged with Acurity's service provider, Iress, to correct errors in the data. As at May 2020, insurance status errors continued to exist in the system, ASIC said. Several ...

Iress to deliver DDO solution

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... manner and financial products must be designed according to the objectives, financial situation and needs of the consumers. Iress chief commercial officer Michael Blomfield said the impact of the legislation is broad and there is no solution for the ...
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