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HUB24
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Financial planning
HUB24 has posted record first half net inflows of $2.5 billion thanks to both new and existing adviser relationships....
Funds management
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Policy & Regulation
Durand Oliver has been appointed as distribution manager to the independent platform provider....
Funds management
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
Features
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
Financial planning
The need for ‘joined up’ digitisation is one of the biggest technology challenges in financial advice, according to a panel....
Financial planning
Accelerated institutional dislocation will facilitate growth in the mid-tier segment, according to HUB24....
Funds management
Zurich is now offering a Global Growth Opportunities separately managed account on the HUB24 platform, offering an ‘even more concentrated’ version of its Concentrated Gl...
Funds management
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
Funds management
Multi-currency functionality has been added to the HUB24 platform, which will give investment managers the capability to include up to ten foreign currencies when impleme...
Funds management
Elston Asset Management has announced a strategic partnership with Sydney-based boutique wealth management firm Bridge Private Wealth to launch a private label managed ac...
Editorial
Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...
Financial planning
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
Funds management
Platform provider HUB24 has dismissed a newspaper report that a combination of recent interest rate cuts and the fees it charges have left some financial planning clients...
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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...