INFLOW
Financial planning
Initiatives taken by Netwealth to stem outflows earlier in the year have helped the firm in the last quarter as December saw its highest inflows in 10 months....
Financial planning
Negative market movements led to a 53% decline in quarterly net inflows for Praemium in the June quarter....
Funds management
Praemium’s platform inflows were up 111% during the FY21 but its profit and EBITDA were down thanks to costs associated with acquiring Powerwrap....
Funds management
Half year figures showing a 172 per cent increase in post-tax profit reflect a turn-around in fortunes for responsible investment fund manager, Australian Ethical....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...