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

Warakirri Asset Management strengthens retail focus

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
... last two and a half years. Prior to that she was at Generation Life for more than four years and has also held roles with Iress and Colonial First State. "We're delighted that Melanie has joined Warakirri as we continue to broaden our retail footprint," ...

Iress halts divestment of UK mortgage business

ANDREW MCKEAN  |  TUESDAY, 12 APR 2022
Iress has announced that it will not proceed with the divestment of its UK mortgage business. This latest announcement contrasts plans previously outlined in the company's 2021 annual report to consider a sale of the mortgages business. It was originally ...

U Ethical adds two directors

ELIZABETH MCARTHUR  |  THURSDAY, 24 FEB 2022
... scenes for the last two years on streamlining its back-office processes seen recently with unit registry outsourcing to IRESS," Mann said. "In addition, the enhancement to UE's processdriven investment approach - is already proving competitive against ...

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
Iress has made two senior roles in investment management and financial advice redundant amid a restructure and hired two new executives who came from AMP and a fintech. Managing director for wealth management for Australia and New Zealand Tizzy Vigilante ...

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
Financial advice and accountancy service provider Findex has selected Iress' financial advice software Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... and Microsoft are predicted to make a significant move in wealth management. Amazon already has strong connections with Iress, as does Google with HUB24. But it's Microsoft that is expected to make a major move. Ninety-five percent of advice firms ...

New role for former OneVue executive

ELIZABETH MCARTHUR  |  TUESDAY, 11 JAN 2022
... expand in Australia. Harris-Smith was chief executive of platform and fund services at OneVue prior to its acquisition by Iress. He then joined Iress as head of fund and platform administration, a role which he has held since November 2020. Prior to ...

HESTA launches Future Planner tool

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
... partner network. Long-time partner, strategic design and innovation company AKQA and advice software technology experts Iress were involved.

Iress partners with fund manager

KARREN VERGARA  |  MONDAY, 13 DEC 2021
Iress has partnered with a fund manager to deliver its portfolio management solution. Optar Capital has opted to use Iress' Portfolio System, which constructs, reviews and analyses client portfolios. The solution also enables Optar to automate its compliance ...

ESSSuper chief executive joins MLC Life

JAMIE WILLIAMSON  |  THURSDAY, 9 DEC 2021
... years ago, overhauling the fund's administration. ESSSuper has always acted as its own administrator but partnered with Iress in 2019 to commence outsourcing the function. Iress will officially take over as administrator in March 2022, allowing ESSSuper ...
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