POWERED BY MOMENTUM MEDIA
HUB24
Financial planning
The difference between an adviser being able to implement portfolio changes immediately compared to six weeks has a material impact on client outcomes, according to model...
Top 100
Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...
Financial planning
ClearView has announced underlying net profit after tax is up 54% to $22.7 million but operating earnings for its financial advice arm were down 58% as it sells it to Cen...
Funds management
The platform provider posted inflows of $8.9 billion, up 82%, and is targeting a funds under advice range of $63 billion to $70 billion by 30 June, 2023....
Financial planning
Funds under administration on the HUB24 platform grew 141% to $41.4 billion in the last financial year as the firm saw 48% growth in adviser users. ...
People & Products
The platform provider has appointed Darren Stevens to the newly-created role where he will lead strategic product development initiatives....
People & Products
Catherine Kovacs will serve as a member of the audit, risk and compliance committee on the platform provider’s board....
Funds management
HUB24 may have been criticised for its low level of female board representation this month, but this hasn’t stopped its share price rising by over 100% over the past year...
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Financial planning
The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...
Funds management
ClearView’s WealthSolutions Super, LifeSolutions Super and WealthSolutions IDPS have been transferred to HUB24 for custody and administration....
People & Products
HUB24’s head of strategic sales, Shane Muscat, will join Praemium in the same role; while Dale Wright has been added to the southern region sales team....
Funds management
The three funds holding exposure to HUB24 in their top 10 have reported double-digit performance as the firm delivers a record first half and shares rise 110%....
Funds management
Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned pla...
Funds management
The group’s NPAT saw a 39% increase and a 41% EBITDA increase during the first half of FY21 as strategic transactions strengthened the company’s position....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...