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Search ResultsShowing 1 - 10 of 100+ results for "Iress"
Iress names chair, profit slides
ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... bank North Ridge Partners. "I've been fortunate to help build a number of software companies during my career. I consider Iress to be a remarkable Australian success story, and am looking forward to contributing to its journey," Sharp said. Commenting ...
Iress hires head of corporate development
KANIKA SOOD  |  TUESDAY, 16 FEB 2021
Iress has hired a former AMP corporate development director for a new role that reports to its chief executive Andrew Walsh. Warwick Angus has been appointed Iress's head of corporate development and market infrastructure. Angus's role will include ...
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 ...
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