OpenInvest partners with BGL for data integration
Online investing platform OpenInvest has begun providing a data feed into software provider BGL’s Simple Fund 360 and Simple Invest 360.
August 31, 2023
Class appoints GM
SMSF software company Class has appointed Kate Anderson as general manager of operations.
August 31, 2023
AustralianSuper appoints international & private equity head
AustralianSuper has appointed Mark Hargraves as head of international and private equity.
August 31, 2023
Sequoia recruits Jonathan Trapnell from Synchron
Sequoia has appointed former Synchron head of adviser support Jonathan Trapnell to assist the group in managing its education and licensee partnership programs.
August 30, 2023
Integro Wealth merges with Wealth Advantage
Private wealth firm Integro Private Wealth completed its merger with financial planning firm Wealth Advantage at the end of last week.
August 30, 2023
EQT distributes $122m in grants in FY23
Fiduciary service provider Equity Trustees gave out grants worth over $122 million in FY23, more than 32 per cent higher than the previous financial year.
August 30, 2023
Midwinter launches paraplanning program
Midwinter Financial Services has partnered with Scale Up Paraplanning, TNW Solutions, and Rocket Services to launch the Paraplanning Partners Program following a successful pilot phase.
August 30, 2023
Russell Investments expands sustainable managed portfolios
Russell Investments has expanded its sustainable managed portfolios to include multi-asset conservative, diversified 50, and high-growth options.
August 29, 2023
TISLife joins Count’s advice community
Community-focused advisory firm TISLife has joined Count’s national advice community.
August 29, 2023
State Super selects Premialab for portfolio management & risk solutions
State Super has selected independent software platform Premialab to assist in the delivery of portfolio management and risk solutions.
August 29, 2023
AI-powered mental health app tackles stigma & support gap
MLC Life Insurance has launched a pilot of Wysa Assure, an AI-based mental health support application, in partnership with Swiss Re Reinsurance Solutions.
August 28, 2023
Iress tech to fuel merger
Industry superannuation funds Spirit Super and CareSuper have selected the technology of software company Iress as the foundation for their merged entity.
August 28, 2023
