Hub24 has entered into a white-label agreement with accounting and advice licensee Accountable Wealth Management.
Accountable Wealth Management’s partnership with Hub24 will provide Accountable advisers and accountants access to a white-labelled version of the platform.
Accountable managing director Tony Zulli said that accountants were gradually moving into the financial advice sector, not only in SMSFs but in other superannuation accounts of the client as well.
“Our partnership with Hub24 will enable our representatives to better support the superannuation, insurance and investment needs of their clients,” Mr Zulli said.
“We believe this initiative will significantly enhance the experience of our accountants and advisers through the market leading administration and reporting functionality provided by Hub24.”
The investment team from Aura Funds Management will offer three managed portfolios at the accumulation, transition to retirement, and retirement stages of superannuation.
Hub24 managing director Andrew Alcock said Hub24 was delighted to be partnering with Accountable as their platform provider.
“We continue to attract interest from large market participants who are looking for customised solutions for their business," he said.
“This new white label is a testament to the flexibility of our technology, which enables us to meet the needs of the merging accounting and financial advice segments.”
Westpac has made changes to its wealth management and leadership, with it expecting to save around $73 million. ...
Property investors will be weighing up their options as prices continue to slide in the nation’s largest capital cities. ...
Future IM/Pact has signed on two new partners in an effort to attract more diverse talent into investment management. ...