It is always pleasing to get recognition in industry awards and I was particularly pleased to read of IRESS’ success in the 2011 version of the Investment Trends Planning Software Report. This report is an in-depth analysis of fully featured … Continue reading
Trend setters
Posted in CRM, Ecommerce, Financial Planning, Industry Chatter, Practice Management, Technology
A common theme of global change
A common theme of global change Initially the Global Financial Crisis (GFC) stunted activity across a range of wealth organisations, but what followed in many countries afterwards was energetic regulatory reform that led to an invigorated response by participants. A … Continue reading
Warr and Peace
One of IRESS’ greatest assets is our client base. We have a wide and varied clientele globally, many of whom have configured XPLAN to capture and deliver the essence of their business and advice propositions. In our fortnightly blog, we … Continue reading
Posted in Uncategorized
Singapore – A testing new regulation
A look at the introduction of the new Customer Knowledge Assessments in Singapore Singapore is one of the world’s success stories and is another operating region for IRESS. Singapore is one of the original ’Tiger economies’, alongside Hong Kong, South … Continue reading
FEE Fi Fo Fum
Fee for service is an ever-present hot topic around the globe as regulations such as Australia’s FoFA and the UK’s RDR come into play. The alleged bias that commission has traditionally played in the world of investments is coming under … Continue reading
Decisions, Decisions
An overview of the decision the AT8 management team took in joining the IRESS UK team. At the end of 2011 IRESS anounced it was launching in the UK. As part of the market entrance plan IRESS employed the management … Continue reading
Posted in Ecommerce, Practice Management, UK
Global thinking for local markets
IRESS is proud to announce the arrival of our new Blog. The global financial planning market is changing at a pace. The change is driven by many factors but compliance, as often is the case, leads the way. In the … Continue reading
Posted in Australia, Regulation and Legislation, South Africa, UK
Tackling future growth
Gareth Jakeman, principal consultant of Praescius Financial Consultants, faced an enviable predicament 18 months ago: the business had grown so quickly and successfully, it had reached capacity. In a few short years it had transformed from a one-adviser practice to … Continue reading
Posted in Australia, CRM, Practice Management, Technology