MATT HEINE
Features
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....
Financial planning
Almost half of advisable millennial Australians say digital capability is in their top three reasons for choosing an advice firm despite only one-quarter of advice busine...
Financial planning
Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....
Financial planning
Advisory firms are spending an average of $10,000 per employee on technology but much of this has only one use or is overlapping with existing systems, according to Netwe...
Funds management
Netwealth’s funds under administration reached $40.7 billion as of mid-February and the board has declared a fully franked dividend of 9.06 cents per share. ...
Financial planning
The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...
People & Products
Netwealth has formed a strategic partnership with specialist fintech data solutions provider Xeppo and will purchase an initial 25% equity stake....
Financial planning
As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...
Funds management
Netwealth has added two new mandated strategies from Magellan Asset Management to its global specialist series investment range. ...
Funds management
Funds under management rose 110% for Netwealth’s managed accounts as the firm releases its results for FY2020. ...
Financial planning
The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...
Financial planning
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
People & Products
In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...
Financial planning
Netwealth has announced it will continue to support a financial education platform for kids which aims to improve financial literacy in schools....
People & Products
Netwealth has opened a new office in Adelaide, South Australia, adding Andrew Dwyer as senior distribution manager....
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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...