Mid-caps in the spotlight: The case for a market sweet spot
The ASX mid-cap space might be an “alpha hotspot,” but getting to grips with stock-level attributes remains the key to capturing the opportunity.
Tag: Hub24
Mason Stevens’ platform rating surges amid IPO chatter
The firm, which provides investment platform services on top of specialist investment support functions, is making ground on both the new guard and the incumbents by focusing on managed account enablement and product flexibility.
Next gen platforms surge while adviser FUA doubles
Netwealth and HUB24 are expected to continue eating the incumbents’ lunch, according to UBS. Meanwhile, as adviser numbers have halved the average amount of money they manage has doubled.
Pikoulas heads for greener pastures
Pikoulas departs Lipman Burgon as Pengana hires for high conviction.Covid-19 movement restrictions don't appear to have restricted much job movement this week, with Alex Pikoulas amicably leaving his role as...
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Wealth management platform space is ripe for tech disruption
The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the Banking Royal Commission helped drive the push towards independent platforms...
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Hub 24 voted best platform by advisers
The innovative wealth management platform is recognised as Australia's Best Platform Overall by Investment Trends, and its managed portfolio solution recognised as the Best Platform Managed Accounts Functionality - a title the...
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MDA Feature – 2020 round-up
Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs are constantly evolving and are at a...
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