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NETWEALTH
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....
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
Financial planning
Netwealth has partnered with Ironbark to launch a new managed account solution to advice groups....
People & Products
In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
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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...