NETWEALTH

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. ...

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Funds management

Netwealth has added two new mandated strategies from Magellan Asset Management to its global specialist series investment range. ...

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Funds management

Funds under management rose 110% for Netwealth’s managed accounts as the firm releases its results for FY2020. ...

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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 ...

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Superannuation

Seven super funds have been classifying new members as ‘smokers’ by default and over 5,000 members will receive $3.6 million in compensation....

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Funds management

US-based fund manager, GQG Partners, has announced it has been awarded a $20 million allocation from boutique investment advisory firm PlayfairTan to its global equity st...

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Financial planning

Advice practices willing to invest in technology could be adding up to 20% to their bottom lines, according to a new report from Netwealth....

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Financial planning

Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....

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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....

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Financial planning

Netwealth has partnered with Ironbark to launch a new managed account solution to advice groups....

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People & Products

In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...

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Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

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Funds management

Platform provider Netwealth is asserting robust financial health in the face of COVID-19 and impacts on inflows....

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Financial planning

The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....

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Financial planning

ASX-listed Netwealth has reported a growth in funds under advice to $28.5 billion at the end of December, 2019....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days 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 ago

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

9 months 2 weeks ago