Company
News
Browse the latest media reports on Xplore Wealth.
Latest articles
New Class Ruling
Jun 29, 2021
As outlined in the Scheme Booklet for a scheme of arrangement in relation to the proposed acquisition by HUB24 Limited of all ordinary shares in Xplore Wealth Limited and related option scheme, Xplore applied to the Australian Tax Office (ATO) for a class ruling to confirm the key implications of the Share Scheme as these may apply to Xplore Shareholders (Class Ruling). The ATO…
Control what you can control
Apr 27, 2020
Anne Hamieh shares her insights on the current market conditions and the importance of control in the mix of achieving desirable investment outcomes.
Publication: Financial Standard Managed Accounts
Calls mount for combined FDS and OSA
Apr 21, 2020
If policy-makers legislate annual opt-ins for Ongoing Service Agreements they should mitigate the extra work for advisers by folding Financial Disclosure Statements into a combined document, says Xplore Wealth chief executive Michael Wright.
Publication: Professional Planner
Investment platform records over double trading volume amid crisis
Apr 17, 2020
Platform provider Xplore Wealth saw roughly two to three times its normal level of trading in March, as investment managers repositioned their portfolios for the coronavirus crisis.
Publication: Investor Daily
SS&C secures platform mandate
Apr 06, 2020
US investment management software provider SS&C has been awarded a mandate to manage the wealth management platform of a local third-party investment administrator.
Publication: Financial Standard
Portfolio rebalancing should be timed: Xplore
Mar 27, 2020
Extreme market volatility has left many portfolios in need of some rebalancing but investors should be cautious of their timing while volatility remains high, according to Xplore Wealth chief executive Michael Wright.
Publication: Financial Standard
JP Morgan expands custodian partnership with Xplore Wealth
Jan 23, 2020
Xplore Wealth, a Sydney-based investment management company, has appointed J.P. Morgan as its custody provider.
Publication: Asset Servicing Times
New Super Fund to Launch
Jan 17, 2020
A new superannuation fund is set to launch next week focused on sustainable investing.
Publication: Financial Standard
Contact Us
Xplore Wealth offers a choice of platform solutions to help you manage your clients' wealth with confidence. Contact us today.