Adviser Innovation logo
Advisor Inovation logo
Ex Midwinter execs join Morningstar, SS&C

Ex Midwinter execs join Morningstar, SS&C

author image
By Neil Griffiths ·
August 05 2021

Ex Midwinter execs join Morningstar, SS&C

Two former executives at the advice technology provider have confirmed they're moving on.

Jeff Hall has been appointed as director, strategic relationships at fintech SS&C Technologies where he will manage the company's relationships with advisory firms, consultancies and other third parties.

Mr Hall will also be responsible for SS&C’s partner strategy for two of its key businesses – the Global Investor Distribution Solutions and automation platform, Chorus.

“In joining a global juggernaut like SS&C, which has some of the best financial technologies in the industry, it provides me with an exciting opportunity to build the company’s position locally,” Mr Hall said.

“SS&C combines end-to end expertise across financial services operations of all sizes and is able to offer tailored solutions to service even the most complex problems.

“There are very few companies in Australia who can provide the global scale and depth of SS&C’s financial technology services.”

During his time at Midwinter, Mr Hall also oversaw its sale to Bravura Solutions and joined its executive team as COO.


Meanwhile, fellow former Midwinter exec, Ivon Gower, has confirmed a switch to Morningstar.

Following a two-and-a-half-year stint as Midwinter’s head of product, Mr Gower has moved to the investment service as director of financial planning products.

“Ivon brings over 20 years experience in advice and technology, along with a strong belief in the value of financial advice,” Morningstar’s head of product and client solution, Graham Dixon, said.

“We are excited to have Ivon on the Morningstar team and look forward to continuing to accelerate our efforts to support advisers and their clients.”

Prior to working with Midwinter, Mr Gower also held roles with CCUBE Integrated Wealth and AMP.

Mr Gower added: “In these changing times, advisers need someone in their corner that they know will be around in two, five, 10 years’ time.

“In discussions with the team at Morningstar it was clear to me that they are investing heavily into advice technology at a time when the industry is shifting. I’m looking forward to getting on with the job of delivering new and innovative solutions to advisers.”

Unable to extract YouTube ID from URL
Forward this article to a friend. Follow us on Linkedin. Join us on Facebook.
Find us on Twitter for the latest updates
author image

About the author

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily. Neil is also the host of the ifa show podcast.

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily. Neil is also the host of the ifa show podcast.

Subscribe to our Newsletter

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy

latest articles