Plutosoft launches bulk RoA functionality
Plutosoft has launched ‘Bulk Activities,’ a functionality that allows advisers to bulk produce client reports.
April 21, 2023
Global X appoints portfolio manager
Global X ETFs has appointed former BetaShares assistant portfolio manager Jessica Leung as a portfolio manager.
April 20, 2023
Stropro sees strong inflows, citing access to alternatives
Investment platform Stropro has reported inflows of $100 million in the last three years citing “rapid growth” in alternatives from high-net-worth investors (HNWIs).
April 19, 2023
Future Fund appoints ex Carlyle MD to head up PE team
The Future Fund has appointed David Bluff from US private equity giant Carlyle Group to head up its private equity team, reporting to deputy chief investment officer Alicia Gregory.
April 19, 2023
DASH hires 10 staff following capital raise
Financial advice platform DASH Technology Group has hired 10 staff across several teams after the fintech company completed a capital raise in March.
April 19, 2023
SG Hiscock & Company commences abrdn wholesale distribution partnership
Effective officially from today, SG Hiscock & Company has become the wholesale distribution partner of abrdn in the Australian market.
April 18, 2023
Ecstra appoints former ACCC deputy chair to its board
The not-for-profit Ecstra Foundation, which works to build up people’s financial capability and wellbeing, has appointed Delia Rickard to its board.
April 18, 2023
SMSF Association appoints membership development head
The SMSF Association has appointed Neil Sparks as head of membership and corporate development.
April 18, 2023
Brighter Super & SPSL to complete $29b merger
Brighter Super will merge with SPSL Master Trust (SPSL) on 31 May 2023 to create a $29 billion super fund with over a quarter of a million members, the first between a not-for-profit and retail super fund.
April 18, 2023
AXA IM reports doubling of corporate engagement in 2022
In 2022, investment management firm AXA IM conducted 596 engagements with 480 entities, mainly in Europe and North America. It also held 30 per cent more discussions at executive and board levels last year than in 2021.
April 17, 2023
FNZ partners with Virgin Money on UK digital investment platform
Wealth management platform developer FNZ has partnered with UK full-service digital bank Virgin Money to launch a digital investment platform for retail investors in the UK.
April 14, 2023
Permanent injunctions ordered against ‘ASX Wolf’ Tyson Scholz
The federal court has made permanent injunctions against finfluencer Tyson Scholz, who self-identified as the “ASX Wolf”, prohibiting him from conducting a financial services business in Australia.
April 13, 2023
