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HUB24 and Clearview complete FUA transition


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HUB24 has been transferred $1.4 billion in funds under administration (FUA) from ClearView’s WealthSolutions Super, LifeSolutions Super and WealthSolutions IDPS for custody and administration. 
In a joint announcement, the firms said a private label investor directed portfolio service (IDPS) and superannuation wrap solution had been developed to facilitate the transition, provide investment continuity, and minimise disruption for customers. 
HUB24 managing director, Andrew Alcock, said: “HUB24’s capability to seamlessly deliver large-scale transitions has once again been proven. The teams across HUB24 and ClearView have been working together to achieve this for ClearView’s customers following the launch of the white label last year.  We look forward to continuing to work with ClearView on product development initiatives going forward”.  ....

Simon Swanson , Andrew Alcock , Wealthsolutions Super , Lifesolutions Super , சிமோன் ஸ்வான்சன் , ஆண்ட்ரூ அல்காக் ,

HUB24 and Clearview complete FUA transition


Print
HUB24 has been transferred $1.4 billion in funds under administration (FUA) from ClearView’s WealthSolutions Super, LifeSolutions Super and WealthSolutions IDPS for custody and administration.
In a joint announcement, the firms said a private label investor directed portfolio service (IDPS) and superannuation wrap solution had been developed to facilitate the transition, provide investment continuity, and minimise disruption for customers.
HUB24 managing director, Andrew Alcock, said: “HUB24’s capability to seamlessly deliver large-scale transitions has once again been proven. The teams across HUB24 and ClearView have been working together to achieve this for ClearView’s customers following the launch of the white label last year.  We look forward to continuing to work with ClearView on product development initiatives going forward”. ....

Simon Swanson , Andrew Alcock , Wealthsolutions Super , Lifesolutions Super , சிமோன் ஸ்வான்சன் , ஆண்ட்ரூ அல்காக் ,

How HUB24 is reigniting the regtech race


How HUB24 is reigniting the regtech race
How HUB24 is reigniting the regtech race
Following its tie-up with listed advice group Easton Investments, the platform company says it will roll out new technology that will slash the future cost of remediation efforts as the regulator looks to bring in strict new requirements across the industry.
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HUB24 managing director Andrew Alcock told ifa advisers under the Easton dealer groups would be the first to access the new technology, which would focus on “preventing issues with advice rather than detecting them” and had been partially developed for advice group Paragem when it was under HUB24 ownership. ....

Andrew Alcock , Sarah Kendell , ஆண்ட்ரூ அல்காக் , சாரா கெண்டெல்ல் ,