POWERED BY MOMENTUM MEDIA
HUB24
Financial planning
Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...
People & Products
HUB24 has unveiled the features of its low balance Discover product and the managers it is working with on managed portfolios....
People & Products
HUB24 chair and non-executive director, Bruce Higgins, is to step down from the board after 11 years and the platform has named his replacement....
Financial planning
After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....
Financial planning
HUB24 has unveiled a new solution, which will be available from November, to allow the platform to meet the needs of its lower balance advised clients. ...
Financial planning
The extension of the APRA performance test to trustee-directed products could lead to difficult conversations for advisers if tax events mean their clients are unable to ...
People & Products
While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...
Funds management
The asset manager has announced the conclusion of its board renewal process that began in November 2022 with its latest appointment of Cathy Kovacs as a non-executive dir...
Funds management
Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....
Financial planning
HUB24 managing director, Andrew Alcock, believes there is a “clear pack of winners” gaining market share as traditional platforms exit while flagging the possibility of a...
Financial planning
HUB24 is targeting platform funds under administration of up to $100 billion by FY25 as it looks to build the ‘platform of tomorrow’....
People & Products
There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....
People & Products
HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...
Financial planning
HUB24 has published its Q4 results for the FY22–23, reporting a 14.6 per cent decrease in platform net inflows but a 15 per cent rise in adviser usage....
People & Products
With chief executive, Libby Roy, stepping down from the role effective immediately, the fintech company has announced a global external executive search for her successor...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...