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NETWEALTH
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....
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...
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...
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...
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...
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...
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....
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....
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...
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...
Features
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....
Financial planning
Funds under administration has reached $52 billion in the most recent quarter, a 52.7% increase from a year ago....
Financial planning
Almost half of advisable millennial Australians say digital capability is in their top three reasons for choosing an advice firm despite only one-quarter of advice busine...
Financial planning
The use of technology has given 28% of financial advice businesses a leg up when it comes to improving the affordability of advice, according to a report. ...
Financial planning
Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....
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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...