NETWEALTH

Features

The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for th...

Funds management

The global asset manager has appointed a Sydney-based relationship manager from Netwealth to strengthen its partnership with the financial adviser community....

Financial planning

Two separate studies have discovered the majority of advised clients prefer to pay a flat fee for financial advice, while unearthing how much they are willing to pay for ...

Financial planning

Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution cha...

Financial planning

It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at t...

Financial planning

With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and whi...

Financial planning

Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24....

People & Products

Netwealth has appointed Sarah Brennan, former CEO of Investment Trends, as a non-executive director on its board....

Financial planning

In its half-yearly results, Netwealth’s FUA has risen to $78 billion with net inflows of $9.5 billion, largely underpinned by a new cohort of financial advisers adopting ...

People & Products

In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...

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

Netwealth CEO, Matt Heine, has identified financial advice as one of six areas he believes will be beneficiaries of the growth in artificial intelligence....

Financial planning

The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...

Financial planning

After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....

Financial planning

The extension of the APRA performance test to trustee-directed products could lead to difficult conversations for advisers if tax events mean their clients are unable to ...

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MARKET INSIGHTS

Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

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Ray Mitchell

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Old Fella

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