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Showing 21 - 30 of 63 results for "Xplore"

Milliman hires head of distribution

KARREN VERGARA | TUESDAY, 23 MAR 2021

... financial 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 ...

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.

Equity Trustees wins super trustee mandate

KANIKA SOOD | TUESDAY, 9 MAR 2021

... funds like Elevate Super, Fairvine and Oracle. Aracon Superannuation was initially owned by ARA Consultants, who sold it to Xplore Wealth in October 2018. Xplore Wealth was acquired by HUB24 late last year. Equity Trustees's Aracon appointment follows ...

HUB24 lifts inflows, profit flat

ANNABELLE DICKSON | TUESDAY, 23 FEB 2021

... Australia's Best Platform Overall by Investment Trends," Alcock said. The platform said the proposed $60 million acquisition of Xplore Wealth is on track to be completed on 2 March 2021. In addition, HUB24 anticipates a proportional takeover of Easton ...

J.P. Morgan custody exec retires

KANIKA SOOD | MONDAY, 22 FEB 2021

... share of the total $4 trillion local custody market. It won several custody mandates last year; CareSuper, TelstraSuper and Xplore are some examples. It was followed by Northern Trust at $660.9 billion, which has a 16% market share, and Citi at $589.7 ...

J.P. Morgan dominates custody market

KARREN VERGARA | THURSDAY, 18 FEB 2021

... at $589.7 billion, with a 15% holding. J.P. Morgan won several custody mandates last year; CareSuper, TelstraSuper and Xplore are some examples. Meanwhile, Funds SA said in July last year it is ending its 19-year-long custody relationship with J.P. Morgan ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR | MONDAY, 8 FEB 2021

... in his career he was a practice development manager at BT owned dealer group Securitor. Ng joins from platform provider Xplore Wealth where she was state distribution manager for the firm's managed discretionary accounts service. Prior to that, she was ...

HUB24 posts record inflows

KANIKA SOOD | TUESDAY, 19 JAN 2021

... finished the acquisition of Ord Minnett's Portfolio Administration Service and is currently in process of acquiring Xplore Wealth and a substantial stake in Easton Investments, while selling Paragem. HUB24 today said following its previously announced ...

Platforms start to shake ERS impact

KANIKA SOOD | FRIDAY, 15 JAN 2021

... lower valuation and we believe there is more upside risk to our HUB net flow forecasts from a broader relationship with Xplore, a deeper relationship with Easton and the new deal with IOOF. We are Restricted on AMP."

HUB24 partners with wealth platform

ANNABELLE DICKSON | WEDNESDAY, 11 NOV 2020

... that will help our mutual partners thrive into the future." The partnership follows HUB24's $60 million plan to acquire Xplore Wealth through a scheme of arrangement that will be funded by a combination of cash and HUB24 scrip consideration valuing Xplore ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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