investment platforms

Latest news and analysis on investment platforms

Reporting Season

2 companies quickly taking over the incumbents

In this wire, you'll learn about Netwealth and HUB24's latest results, with the help of Sam Koch from Wilson Asset Management.
HUB
Ally Selby
Livewire Markets
Success and More Interesting Stuff

The CEO who kicked the incumbents to the curb (and delivered investors a +4000% return in the process)

In this episode of Success and More Interesting Stuff, HUB24's Andrew Alcock takes you through his inspirational journey.
HUB
Matthew Kidman
Centennial Asset Management
Equities

HUB24 – Can the growth continue?

Following a tough 3Q23 for platform flows we share our thoughts on a Surrey Australian Equities Fund (SAEF) holding HUB24 (HUB.ASX). HUB is a financial services...
HUB
+2
Nick Maclean
Surrey Asset Management
Equities

Raiz pioneers micro investing for new class of investors

Founded by our good friend George Lucas in 2016, and listed on the ASX in June 2018, Raiz Invest Limited (ASX: RZI) has a market capitalisation of around $140 million...
RZI
David Buckland
Montgomery Investment Management
Equities

Pockets of opportunity as the $800bn investment platform sector feeds on itself

The head of investment platform Praemium (PPS), Michael Ohanessian sounds like he’s channelling the coronavirus when he says that “like any living organism, any...
HUB
IRE
+3
Tim Boreham
Tim Boreham
Independent Investment Research
5
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