Lifespan signs white label deal with Hub24

Non-institutional licensee Lifespan Financial Planning has formed a new white label partnership with platform provider Hub24.

In a statement, Hub24 said the agreement will provide Lifespan's network of 140 authorised representatives – across 110 offices throughout Australia – access to its investment administration and customised portfolios.

The platform, which is expected to be available in April, will include an investor-directed portfolio service and a super and pension service.

Commenting on the agreement, Lifespan chief executive Eugene Ardino said: "This will provide more choice for our advisers, plus a more flexible and tax-effective solution for many of our clients.

"Lifespan has been offering clients access to its limited managed discretionary account services since 2011, and Hub24's superior platform technology means we can provide a second offering which will combine managed portfolios of Australian and international direct equities with managed funds inside a customised investment solution," he said.

Hub24 managing director Andrew Alcock said the firm is looking forward to working with Lifespan's network of representatives.

"We continue to experience strong demand for our wealth management platform, which offers leading-edge technology and broad and unbiased choice for independently-minded advisers," Mr Alcock said.

Add comment


Security code
Refresh

Feature Video

Latest Blogs

advisers-more-relevant-than-ever-as-this-budget-shows

Advisers more relevant than ever, as this budget shows

George Lucas: In that budget, largesse was the name of the game. It preceded the global financial crisis, times were seemingly good, and a government struggling in...More >>
key-budget-changes-for-businesses

Key budget changes for businesses

Peter Bembrick: Small businesses in particular should benefit from these changes, which include: Company tax rate reduction Over the next decade, the company tax rate will be reduced to...More >>
robo-advice-it-s-not-about-us

Robo-advice – it’s not about us

Duncan McPherson: Sadly, it appears that the vast majority of comments are from a developer's or competitor's perspective, with very few focusing on the customer. My concern was...More >>

Latest Comments