HUB24
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....
Financial planning
The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....
Funds management
Ian Knox has stepped down as non-executive chair of Paragem in the wake of HUB24 and Easton Investment Management completing their key transaction....
Financial planning
Easton has declared its intention to grow its licensee and adviser services offering and recommending to shareholders that they sign-off on its transaction with HUB24....
Funds management
The investment and superannuation platform reported net inflows of $1.7 billion, representing a growth of 36.7% against the previous corresponding period. ...
Financial planning
Advisers needs are not being met given the mass exodus of institutional licensees but advisers are not looking for solutions that re-create what once was but better solut...
People & Products
Macquarie Wrap’s Neil Roderick and HUB24’s Darren Pettiona have been appointed to the board of the wealth management software firm....
Financial planning
IOOF and BT have ended their platform arrangements, with HUB24 emerging the winner. ...
Funds management
Xplore Wealth shareholders have benefitted from the firm’s acquisition by HUB24 after shares rose 216%....
Financial planning
HUB24’s acquisition of Xplore Wealth, its exit from full ownership of Paragem and its acquisition of Ord Minnett’s non-custody portfolio administration and reporting busi...
People & Products
The firm’s flagship retirement product has been integrated to the HUB24 platform....
Funds management
The firm’s funds under administration was up 34% on FY19 and it has announced the appointment of its new chief financial officer....
Financial planning
The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...
Financial planning
While clients are keen on responsible investments they are limited to sector-specific investments and are unable to tailor their portfolios, according to a whitepaper....
Funds management
US-based fund manager, GQG Partners, has announced it has been awarded a $20 million allocation from boutique investment advisory firm PlayfairTan to its global equity st...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...