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Hub 24 collecting $1 billion per month

HUB24 (ASX:HUB) – Shares in the leading wealth management platform are rallying on the back of record second-quarter net inflows of $3.6 billion. This includes $349 million moved to the new Rhythm Super product, a private-label wealth management platform owned by Insignia Financial (ASX: IFL), the former IOOF. The strong quarter means the group is…

Ishan Dan | 20th Jan 2022 | More
Is Bitcoin’s correction a precursor for the market?

One of the most powerful, and potentially long-standing, impacts of the pandemic was the so-called democratisation of investing. With over a billion people stuck at home, many of whom were in secure work, or alternatively the beneficiaries of the largest stimulus package in history, a large portion turned to investing to fill the time. At…

Drew Meredith | 13th Jan 2022 | More
  • Measuring impact key to delivering on UN SDGs

    Since their adoption, the 17 Sustainable Development Goals (SDGs) have been a mixed bag with a long list of lessons learned by United Nations member states and private market investors alike.  The 17 SDGs present an opportunity to invest in the sustainable future of people and the planet. The opportunities cover a wide array of…

    Ishan Dan | 6th Dec 2021 | More
    Optimism will always win in the digital economy

    Financial advisers can’t be faulted for feeling pessimistic about the future as another year comes to an end. The last few years have seen the advisery world turned upside down, with those who remain paying for the sins of others. But regulation is only one part of the story, as their primary role providing strategic…

    Drew Meredith | 25th Nov 2021 | More
  • Record managed fund flows in September quarter

    The largest global funds network, Calastone, has reported record new capital inflows into managed funds in Australia during the third quarter. Australians committed $6.3 billion of new capital to equity funds between July and September, supported by new money looking for international exposure as developed economies began to reopen following successful vaccination programmes. Roughly 68…

    Ishan Dan | 14th Oct 2021 | More
    CFS puts its clients first with new MDA products

    Australian wealth management giant Colonial First State (CFS) has joined forces with some of Australia’s leading research firms to offer financial advisers access to professionally constructed managed account portfolios. And the best part, it comes with no added portfolio construction costs. It’s the first sign that the vertical integration problems that plagued the big banks…

    Ishan Dan | 4th Oct 2021 | More
    Exploring the benefits of factor investing

    You’ve probably heard of “factor” investing but might be unsure of what it is and how it works. In this article we’ll go through the basic principles of factor investing with reference to Invesco’s recent white paper, “The Five Principles of Australian Factor Investing.” In a nutshell, factor investing is an investment strategy whereby an…

    Ishan Dan | 23rd Sep 2021 | More
    How to save 48 days of admin per year

    Managed accounts have been around for close to two decades, but they’ve only just started to take off. That charge is being led by financial planners and IFA’s who are shifting away from direct shares. In-fact managed accounts now make up $86 billion in funds under advice, according to Rainmaker Information’s latest Wholesale Advantage Report….

    Ishan Dan | 2nd Sep 2021 | More
    Netwealth invests in tech to reassert dominance

    Netwealth (ASX: NWL) – The leading platform provider delivered a FY21 net profit of $54.1 million, which was up 24 per cent, but below the analysts’ consensus forecast, of $55 million. Shares in the stock dropped by 4.8 per cent, to $14.24, but were down as much as 10 per cent during the day, as…

    Ishan Dan | 19th Aug 2021 | More
  • Five must-haves for every advice business in 2021

    Building a successful financial advice business is a hard slog these days, especially considering the regulatory requirements, rising costs, increased administration, educational standards, and the licensing and compliance obligations. That’s even before servicing the needs of your clients and the costs that come with it. Every advisory firm is grappling with the dilemma of unlocking…

    Ishan Dan | 16th Aug 2021 | More
    This new app is guiding small businesses towards a lower carbon future

    An Australian start-up, founded by Bryan Rollins, former general manager at Atlassian, WorkForClimate is focused on empowering individual professionals to create change within the corporate sector. Its mission is to speed-up the corporate transition away from fossil fuels by guiding businesses and employees to commit to climate goals across four categories: Energy – Help your…

    Ishan Dan | 26th Jul 2021 | More
    Xeppo seeks to support advisers in harnessing data

    According to wealth management platform Netwealth (ASX: NWL), “Two in five advice firms will look to integrate their systems and databases in the next 24 months.” Assuming it’s correct, the wealth platform space will either undergo major consolidation or external system integration of some sort, that connects different sub-systems to one larger system that functions…

    Ishan Dan | 19th Jul 2021 | More
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