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Showing 31 - 40 of 63 results for "Xplore"

More good news for Xplore

ELIZABETH MCARTHUR | WEDNESDAY, 4 NOV 2020

After HUB24 announced its plans to acquire Xplore Wealth last week, the platform has had a pleasant $1.18 million windfall. Xplore has previously notified the market that AusIndustry had disallowed a $1.18 million research and development claim. The ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN | WEDNESDAY, 28 OCT 2020

HUB24 announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business. Paying $60 million for Xplore, the platform provider said the proposed acquisition through a scheme of arrangement ...

Chant West head of client development to retire

KANIKA SOOD | MONDAY, 26 OCT 2020

... turns 60. He will continue to sit on the board of Aracon Super, which is owned by ASX-listed managed accounts business Xplore Wealth.

J.P. Morgan wins custody mandate

KANIKA SOOD | THURSDAY, 23 JUL 2020

... is J.P. Morgan's second custody win this year, after it was appointed by ASX-listed platform and superannuation provider Xplore Wealth. Last year, it was renewed as the custodian for Local Government Super, extended its partnership with Neuberger Berman ...

COVID-19 clogs custody mandate pipeline

ELIZABETH MCARTHUR | FRIDAY, 24 APR 2020

... you're in the process of winning? Yes. There's some slowdown in mandate-type decisions," O'Grady said. Listed platform Xplore Wealth recently delayed its transition to J.P. Morgan until 1 May 2020. Xplore currently uses multiple custodians and ...

Perpetual executive jumps to Xplore

ELIZA BAVIN | WEDNESDAY, 8 APR 2020

Xplore Wealth has hired from Perpetual's executive team for its new head of product. Neil Gellett has been appointed to the role, after close to five years in the same position at Perpetual. Prior to Perpetual Gellett worked at BT Financial Group, holding ...

SS&C secures platform mandate

HARRISON WORLEY | MONDAY, 6 APR 2020

... SS&C has been awarded a mandate to manage the wealth management platform of a local third-party investment administrator. Xplore Wealth has selected SS&C's global wealth platform (GWP) to underpin the entirety of the firm's operations. The firm is aiming ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN | FRIDAY, 27 MAR 2020

... in need of some rebalancing but investors should be cautious of their timing while volatility remains high, according to Xplore Wealth chief executive Michael Wright. "We have seen over the last four weeks trading levels double on normal levels as investment ...

Desktop Broker hires senior sales exec

ELIZABETH MCARTHUR | THURSDAY, 5 MAR 2020

Adviser platform Desktop Broker has appointed a new senior sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia ...

Xplore Wealth outlines 2020 plans

ALLY SELBY | FRIDAY, 21 FEB 2020

ASX-listed platform Xplore Wealth has announced a slew of new products and offers, set to launch in 2020. It comes as the platform provider releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including ...

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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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