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NETWEALTH
Financial planning
Netwealth has added a series of multi-asset separately managed accounts from Activam to its platform. ...
Financial planning
Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September....
Financial planning
The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological di...
Financial planning
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to re...
Financial planning
Despite reporting strong quarterly results, Morningstar forecasts initial tailwinds benefiting the platform in recent years are likely to fall away for HUB24 in the next ...
Financial planning
Transitioning financial intermediaries have helped Netwealth report net flows of $3.5 billion for the March quarter, despite volatile market movements....
Financial planning
Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...
Financial planning
With the results for the first half of FY25 now in, Money Management takes a look at which of the three ASX-listed investment platforms has seen the highest FUA growth....
Financial planning
As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...
Financial planning
Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row....
Funds management
Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity...
Funds management
JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions. ...
Financial planning
New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows....
Financial planning
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, t...
Financial planning
Two months after reporting its highest-ever quarterly growth, Netwealth announced it has passed $100 billion in funds under administration. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...