NETWEALTH
People & Products
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
Financial planning
Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry....
Financial planning
The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...
Financial planning
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
Funds management
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
Financial planning
Financial advice firms are increasingly looking to regulatory technology in an effort to offset the rising cost of compliance, according to a new report....
People & Products
Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform....
Financial planning
Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....
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....
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....
People & Products
Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...