NETWEALTH

Financial planning

Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....

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People & Products

There is likely to be increased platform consolidation in the market, according to two industry leaders, but firms may find it harder to merge than they expect....

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People & Products

An adviser survey by Netwealth has found the move to working from home by advice firms may have improved staff work/life balance but team communication has deteriorated....

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People & Products

Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....

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Funds management

Netwealth’s funds under administration has increased by $8.5 billion to $55.7 billion in the 2022 financial year, according to its June 2022 quarterly update....

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People & Products

Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...

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Financial planning

Netwealth research outlines how advisers can market their services to the Established Affluent, those wealthy older Australians representing $4.1 trillion in household we...

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Features

What was traditionally the domain of institutional investors is now becoming accessible to retail investors thanks to lower fees and availability on platforms, writes Lau...

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Features

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

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Financial planning

Financial advisers could improve their value proposition by offering a ‘one stop shop’ for clients to reach other services such as accountants and solicitors, simultaneou...

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Expert Analysis

The financial services industry says a regulatory overhaul could rejuvenate the advice industry and technology could achieve the same result, writes Andrew Zietara....

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Financial planning

The number of intermediaries using Netwealth has risen by 9.1% as it plans upgrades to better service the affluent and high-net-worth markets....

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Funds management

As part of Netwealth’s Global Specialist Series, the First Sentier GSS Concentrated Australian Share fund provides exposure to an active portfolio of Australian listed gr...

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Funds management

While acknowledging the strategic benefits of a $785 million merger with Netwealth, Praemium believes the current proposal undervalues its business and is not in the best...

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Features

Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

17 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

17 hours 37 minutes ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago