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Stay up to date with Xplore Wealth in the media. View regular updates from our CEO and other market announcements.

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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
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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
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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
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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
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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
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