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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.

Staff Writer | 17th Apr 2023 | More
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.

Nicki Bourlioufas | 1st Dec 2022 | More
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 chief investment officer of high-net-worth boutique Lipman Burgon. It’s understood that Pikoulas will be joining Harper Bernays – which bills itself as “One of…

Lachlan Maddock | 22nd Jul 2021 | More
  • 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 and product providers with a renewed client focus. New technology-based platforms have given financial advisers the ability to hold, transact and administer on a much…

    Ishan Dan | 29th Mar 2021 | More
    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 platform has held close to its chest for the last five years. The Investment Trends Competitive Analysis and Benchmarking report “measures platform functionality across a…

    Staff Writer | 4th Mar 2021 | More
    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 point where advisers can offer clients a broad range of investment assets while clients have complete visibility of the investments held in their portfolio. According…

    Ishan Dan | 21st Jan 2021 | More