1800 446 971

Industry
News

Keep up to date with industry news, and how it will affect your business and product offering.

About Us contact a distribution manager

Latest articles

Regulator urged to combine FDS, annual Opt-In

Apr 29, 2020
ASIC must open the door for financial advice licensees to be able to combine fee disclosure statements and annual opt-ins into one document without facing regulatory action, a managed account provider has said.
Publication: ifa

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
External Link

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
External Link

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
External Link

Advisers ‘not being heard’ on annual fee opt-ins

Mar 18, 2020
The government’s legislative response to the royal commission recommendations around annual fee opt-ins for adviser clients is impractical given a proportion of clients will never be able to opt in during the specified time, according to Mike Wright CEO of Xplore Wealth.
Publication: ifa
External Link

JP Morgan wins custody mandate

Jan 16, 2020
J.P. Morgan has won a mandate to provide custodial services to an ASX-listed platform and superannuation provider.In a quarterly business update, Xplore Wealth revealed it has a new custodial agreement contract with J.P. Morgan.
Publication: Financial Standard
External Link