NETWEALTH
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. ...
Financial planning
Recommending a super or investment platform is providing financial product advice and advisers need to make sure they meet the needs and objectives of clients, according ...
Financial planning
The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...
People & Products
Netwealth has formed a strategic partnership with specialist fintech data solutions provider Xeppo and will purchase an initial 25% equity stake....
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. ...
Funds management
Netwealth has added two new mandated strategies from Magellan Asset Management to its global specialist series investment range. ...
Funds management
Funds under management rose 110% for Netwealth’s managed accounts as the firm releases its results for FY2020. ...
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 ...
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....
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...
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....
Never miss the latest news and developments in wealth management industry
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...