HUB24 inks white label partnership with Lifespan Financial Planning
HUB24 has entered into a new white label partnership with Lifespan Financial Planning.
HUB24, an Australia-based independent platform provider, has entered into a new white label partnership with Lifespan Financial Planning.
Under the deal, HUB24 will provide investment administration and a range of customised portfolios to Lifespan’s network of 140 authorised representatives.
Lifespan supports more than 110 offices across Australia and has over $1.5bn in funds under advice.
The platform, which is expected to be available in April 2016, will include an investor-directed portfolio service (IDPS), and a super/pension service.
HUB24 managing director Andrew Alcock said: “We’re proud to partner with such a quality advice group and we’re looking forward to working with Lifespan’s extensive 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.”
Commenting on the partnership, Lifespan CEO 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.”