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NETWEALTH
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....
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Funds management
Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned pla...
Financial planning
The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....
Funds management
Netwealth’s funds under administration reached $40.7 billion as of mid-February and the board has declared a fully franked dividend of 9.06 cents per share. ...
Funds management
Netwealth’s funds under administration net inflows increased 36.1% last year to $9.2 billion. ...
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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...