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HUB24
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...
Funds management
First Sentier Investors has added two separately managed account portfolios to the HUB24 IDPS and HUB24 Super menu suite. ...
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
Financial planning
The platform provider also experienced a decrease of $0.7 billion in funds under administration during the March quarter....
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Funds management
ClearView has backed HUB24 to be its strategic platform provider in a deal covering $1 billion in funds under administration....
Policy & Regulation
The exit of the big banks and the consequent net outflows from the big institutional platforms is playing to the strengths of specialist platform providers....
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....
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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...