Accountable/HUB24 launch super and investment offering
Accountable Wealth Management and HUB24 are launching a new super and investment platform solution for advisers and those accountants gradually moving into advice following the removal of the self-managed super fund (SMSF) advice exemption.
The solution from Aura Group-owned Accountable and independent financial solution distributor HUB24 would provide accountants and advisers with a personalised version of the HUB24 platform, with additional support for Accountable SMSF and retail super clients.
Commenting on the delivery of the platform, Accountable chief executive officer, Tony Zulli, said: “This initiative will significantly enhance the experience of our accountants and advisers through the market leading administration and reporting functionality provided by HUB24”.
“Our partnership with HUB24 will enable our representatives to better support the superannuation, insurance and investment needs of their client,” he said.
The platform would launch and become available in August.
Recommended for you
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.
Insignia Financial has appointed the former APAC head of a global asset manager to its board.
Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.