The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 46 results for "Xplore Wealth"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... (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. ...|
|... 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 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 ...|
|... 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 ...|
|... 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.|
|... 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 the latter's ...|
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
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