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|Showing 1 - 10 of 100+ results for "IRESS"|
|... 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 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
BlackRock has advanced its expansion into China, obtaining a licence from the local regulator to operate in wealth management via a joint venture.
ASIC has banned the managing director of Theta Asset Management for four years from the financial services industry.
An Order of Australia recipient has been named the new chair of the Australian Financial Complaints Authority, replacing Helen Coonan.
Plenary Group has poached a four-person team from John Holland as it looks to bolster its integrated property capabilities.
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