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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 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
Which platform stands out above the crowd?

The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking Commission helped drive the push towards independent platforms and product providers because of their renewed client focus. New technology-based platforms have allowed financial advisers the ability to hold, transact and administer on a…

Ishan Dan | 26th Jan 2021 | More