Ord Minnett and Sentry Group switch on to Hub24

self-managed-super-fund/financial-advisers/term-deposits/chief-executive/trustee/

7 June 2012
| By Staff |
image
image image
expand image

Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group.

The platform operates under an investor-directed portfolio service (IDPS) model and includes retail super, self-managed super fund administration and wholesale banking as part of its offering, according to Investorfirst chief executive David Spessot.

The new partnerships are the first major advisory groups to begin using HUB24 Super since it switched to the IDPS model, having initially operated as a fully managed discretionary account service.

Spessot said the company has partnered with the independent trustee The Trust Company to offer the product, which provides financial advisers with access to managed funds, separately managed accounts, term deposits and listed securities.

The platform also provides accumulation, account-based pension and transition to retirement account structures, as well as access to account detail via an online portal and an iPhone application.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 3 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo