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ELIZA BAVIN  |  WEDNESDAY, 30 SEP 2020   12:13PM
Moody's has announced that it has enhanced its CreditView platform by adding a wide range of environmental, social and governance (ESG) and climate analysis.
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Netwealth appoints international custodian
KANIKA SOOD  |  TUESDAY, 29 SEP 2020
Netwealth has appointed a global custodian, who will also provide global and domestic equities execution and fund administration.
ASI bolsters SMA service
ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service.
Six Park, Rollit Wealth announce partnership
ALLY SELBY  |  MONDAY, 28 SEP 2020
Rollit Wealth has announced a new partnership with Six Park, set to help its members gain greater visibility across their investments.
AstuteWheel integrates with Xplan
ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services.
Robo advice solution set to launch
ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters.
Praemium to acquire remaining Powerwrap shares
ALLY SELBY  |  MONDAY, 21 SEP 2020
Praemium is set to add to its 92.31% stake in Powerwrap, as it moves to acquire its outstanding shares on issue.
Netwealth takes stake in Aussie fintech
ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
Wealth management company Netwealth has announced its investment and partnership with data solutions fintech Xeppo.
Iress appointed mandate
ANNABELLE DICKSON  |  WEDNESDAY, 16 SEP 2020
Managed fund provider Lincoln Indicators has appointed financial software company Iress to provide technical infrastructure to support its expansion into international funds.
New managed portfolio on MyNorth
ELIZA BAVIN  |  MONDAY, 14 SEP 2020
Invest Blue and Russel Investments have partnered to launch a new managed portfolio through AMP's MyNorth platform.
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