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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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 20 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 18 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 21 hours ago