NETWEALTH
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....
Funds management
The average wrap account held over $1 million with the firm feeling well-positioned to take advantage of the changing advice landscape....
Financial planning
Advisory firms are spending an average of $10,000 per employee on technology but much of this has only one use or is overlapping with existing systems, according to Netwe...
Financial planning
One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for...
Funds management
Record annual net inflows of $9.8 billion has seen the platform reach almost $50 billion in funds under administration....
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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...