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NETWEALTH

Financial planning

Netwealth chief executive Matt Heine has explained the platform is focused on accelerating its share of the affluent advice market as its NPAT reaches $116 million. ...

Financial planning

Reviewing the results for FY25, Money Management explores which listed platforms have seen the strongest growth in funds under administration....

Financial planning

Platform Netwealth has unveiled a wholesale-only platform solution, designed to meet the growing opportunity among high and ultra-high-net-worth investors....

Financial planning

High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....

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...

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