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Showing 11 - 20 of 57 results for "Xplore Wealth"

Record inflows for HUB24

ELIZABETH MCARTHUR | WEDNESDAY, 19 JAN 2022

... $1.1 billion. HUB24 reported that 28 new distribution agreements were signed during the quarter. The integration of Xplore Wealth is on track, the company said, with superannuation funds under administration from Xplore to be completely transferred to ...

HUB24 profits, inflows rise

ANNABELLE DICKSON | TUESDAY, 24 AUG 2021

... recorded significant growth in its underlying net profit as inflows continued to rise following the acquisition of Xplore Wealth and Ord Minnett's Portfolio Administration and Reporting Service (PARS). In its full-year results, HUB24 reported an underlying ...

Platform FUM grows

ANNABELLE DICKSON | FRIDAY, 16 JUL 2021

... recorded 223.7% growth to $16.9 billion and HUB24 was up 135.7% to $35.6bn a result of their mergers with Powerwrap and Xplore Wealth respectively. Despite the strong growth, the platform industry recorded net outflows of $55.1 billion compared to $41.4 ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR | WEDNESDAY, 30 JUN 2021

... management and business development. Earlier in his career, Proietto worked at NAB in Custodian Services. He then joined Xplore Wealth in 2008 as sales manager, progressing to the role of national business development manager in 2018. "Daniel's experience ...

Lonsec appoints chief executive

KANIKA SOOD | WEDNESDAY, 12 MAY 2021

... appointed a new chief executive, after it announced Charlie Haynes's impending departure last month. Former Xplore Wealth chief executive Michael Wright will now lead Lonsec, after the ASX-listed platform business was bought by HUB24. Prior to Xplore ...

HUB24 FUA up on acquisitions

ANNABELLE DICKSON | TUESDAY, 20 APR 2021

... (FUA) as it integrates its recent acquisitions into the business. HUB24's total FUA has reached $51.4 billion with Xplore Wealth contributing $17.2 billion to this figure. Platform FUA is up 136% on the previous corresponding period at $25.6 billion. ...

Implemented Portfolios adds to team

ANNABELLE DICKSON | THURSDAY, 8 APR 2021

... Private Portfolio Managers where she was a client relationship manager prior to which she was in a similar role at Xplore Wealth. She was also an associate director - client relationship and trading at FIIG Securities and a client service associate at ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON | TUESDAY, 6 APR 2021

MLC Asset Management has made two appointments to its managed accounts team, hiring from Xplore Wealth and Mercer. Neil Gellett has been named head of managed accounts and joins from Xplore Wealth where he was head of product. Prior to this, he was ...

Milliman hires head of distribution

KARREN VERGARA | TUESDAY, 23 MAR 2021

... advisers with solutions that will ultimately help clients achieve their retirement goals. Oliver previously worked at Xplore Wealth for over a year and HUB24 for five-and-a-half years in business development roles. Prior to that, he was at Netwealth ...

HUB24 hits fund managers with higher fees

KANIKA SOOD | FRIDAY, 19 MAR 2021

... 32.2%), giving it a 2.3% market share according to Plan for Life. Since then it has acquired managed accounts provider Xplore Wealth. HUB24 currently tops Investment Trends' rankings of platform functionality, marginally beating Netwealth.

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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