POWERED BY MOMENTUM MEDIA
XPLORE WEALTH
Financial planning
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration....
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. ...
People & Products
Daniel Proietto has been appointed as Victorian regional manager for Fitzpatricks Private Wealth....
People & Products
The ratings house has appointed former Xplore Wealth chief executive Mike Wright into the role....
People & Products
Kevin Mayne and Lisa Ng have been appointed to the roles as the firm boosts support for its adviser network....
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...
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....
Policy & Regulation
Durand Oliver has been appointed as distribution manager to the independent platform provider....
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 ...
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...
People & Products
The firm has appointed Anne Hamieh to help promote the company’s underlying capabilities....
People & Products
Xplore Wealth has appointed Michael Wright as chief executive, joining from BT. ...
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...
Financial planning
Xplore Wealth has announced the sale of its 50 per cent stake in Queensland financial planning business McGregor Wealth Management....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...