XPLORE WEALTH

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. ...

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People & Products

Daniel Proietto has been appointed as Victorian regional manager for Fitzpatricks Private Wealth....

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People & Products

The ratings house has appointed former Xplore Wealth chief executive Mike Wright into the role....

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People & Products

Kevin Mayne and Lisa Ng have been appointed to the roles as the firm boosts support for its adviser network....

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Funds management

Xplore Wealth shareholders have benefitted from the firm’s acquisition by HUB24 after shares rose 216%....

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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...

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Expert Analysis

The recent market volatility has highlighted the benefit of receiving financial advice to clients and demonstrated the value they can add, writes Mike Wright....

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Policy & Regulation

Durand Oliver has been appointed as distribution manager to the independent platform provider....

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Financial planning

Advisers need to make a considered decision when using MDAs and need an offering that allows them to be flexible for the different circumstances of their clients, Xplore ...

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Expert Analysis

While the benefits of managed accounts for clients are well-documented, there are also numerous benefits that they bring to businesses, writes Xplore Wealth’s Anne Hamieh...

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People & Products

The firm has appointed Anne Hamieh to help promote the company’s underlying capabilities....

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People & Products

Xplore Wealth has appointed Michael Wright as chief executive, joining from BT. ...

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Funds management

RARE Infrastructure has announced that its Infrastructure Income Fund will be now available on a number of retail investment platforms, with BT Wrap being the most recent...

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Financial planning

Xplore Wealth has announced the sale of its 50 per cent stake in Queensland financial planning business McGregor Wealth Management....

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People & Products

Xplore Wealth has launched a wrap platform for discretionary investments, superannuation and pension money, the first in a series of planned products for the firm....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 21 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 22 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago