Iress updates advice hub with new practice efficiency tools
11 October 2024Iress has added a new suite of tools to its Advisely platform, including a new benchmarking tool to help advisers determine client servicing gaps.
Iress has added a new suite of tools to its Advisely platform, including a new benchmarking tool to help advisers determine client servicing gaps.
Intelliflo has unveiled two new business intelligence dashboards to help solve advisers’ data quality and workflow management issues.
ASIC has banned a Sydney-based financial adviser for two years for allegedly misleading the Tax Practitioners Board (TPB).
Class has delivered two “significant” automation enhancements to its platform benefiting SMSF auditors and accountants.
Exchange traded fund (ETF) specialist Global X has extended access to its Defence Tech ETF (DTEC) to Australian investors.
The CEFC-backed Virescent Ventures has completed a $100 million first close raise for its second climate technology investment fund, Fund II.
Metrics Credit Partners has officially closed its IPO for its key commercial real estate fund after exceeding its equity raise target.
Iress has added two seasoned company directors to its board, with Susan Forrester and Robert Mactier announced as non-executive directors.
Cbus has accepted a first-of-its-kind Enterprise Agreement promising “significant protections” for its employees when introducing AI technologies
AMP Advice has added SME-specialist wealth management and consulting group Stantins Financial Services to its adviser network.
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