WealthSure signs up to OneVue platform
Independent dealer group Wealthsure has signed up to OneVue's unified managed account (UMA) platform amid plans to broaden its product range.
WealthSure group chief executive Darren Pawski said that having the UMA platform available to its members was particularly important as the dealer planned to introduce Milliman Protected Portfolios and Mercer Model Portfolios to its offering.
He said it was important for its financial advisers to have the ability to differentiate their services and provide clients with a complete view of their total wealth position via one platform.
WealthSure financial advisers would also benefit from OneVue's web-based financial planning tool WealthVue which would help give clients full visibility of their financial situation, Pawski added.
OneVue head of sales Stephen Karrasch said WealthSure was a significant new client for the OneVue business.
Currently WealthSure has approximately 420 financial advisers located in Western Australia, New South Wales, Queensland, Victoria, the Australian Capital Territory, and South Australia and Tasmania, OneVue stated.
Recommended for you
AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth, as a way to provide a succession solution, as well as career development opportunities for staff.
While the advice profession struggles under growing operating costs, Adviser Ratings has found more than half of practices – some 58 per cent – that generate less than $250,000 in revenue report no profit at all.
The Federal Court has ordered the freezing of assets and the appointment of receivers to two entities linked to Australian Fiduciaries, ASIC’s latest move in an ongoing investigation into the company’s managed investment schemes.
Off the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, helping numbers return to positive territory.
