Search ResultsShowing 1 - 10 of 17 results for "Xplore Wealth"
Platform appoints TPB director
ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... of a managed accounts provider and platform. Julie Berry will replace Peter Brook as a non-executive director at Xplore Wealth. She has been a director of the Tax Practitioners Board for over four years. Berry was formerly chair of the Financial Planning ...
Platform hints at aggressive expansion
ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
The first quarterly results under Xplore Wealth's new chief executive Michael Wright are out and he has hinted at an expansion plan for all of the firm's businesses, including adding more sub-plans to its superannuation offering. Xplore's ...
New super fund tests waters
KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... women. FairVine is a sub-plan of Aracon Superannuation Fund, which was acquired by Managed Accounts Holdings - now Xplore Wealth - late last year.
ASIC to crack down on platform fees
ELIZABETH MCARTHUR  |  WEDNESDAY, 14 AUG 2019
... "worthwhile". "I think ASIC will be more vocal. I think that's a good thing, the more clarity the better," Bignill said. Xplore Wealth acting chief executive Don Sharp also confirmed Xplore has had correspondence with ASIC in regards to MDAs. "We've ...
New distribution head for listed platform
ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
Xplore Wealth announced the appointment of a new head of distribution and marketing. Anne Hamieh steps into the role, which has been empty since Tony Nejasmic departed for Lonsec in June. Hamieh was most recently intermediary sales manager at Vanguard ...
BT advice boss lands new role
KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts Holdings) effective September 9, as the company ends its six-month-long hunt for a chief executive. ...
Xplore continues hunt for chief executive
ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
ASX-listed platform provider Xplore Wealth released its quarterly update, confirming the appointment of a new chief executive is still pending. David Heather stepped down in February on "mutual terms" after four years in the top job. Since then, former ...
Sam Henderson cops ASIC ban
KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... The regulator said this breach occurred in 2013 when Henderson was an investor in Managed Accounts Holdings (now Xplore Wealth), when a subsidiary of the company provided managed discretionary account services to Henderson Maxwell clients. The firm failed ...
Aussie income fund added to platforms
KRISTI CHENG  |  MONDAY, 22 JUL 2019
... retail investment platforms, with BT Wrap being the latest addition. It is also available on BT Panorama, Asgard, Xplore Wealth, HUB24, Netwealth, Powerwrap, and Praemium. As at 30 June 2019 units in the RARE Infrastructure Fund (Class A) recorded an ...
Platform provider divests advice firm
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...
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