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NETWEALTH
Funds management
Platform provider Netwealth is asserting robust financial health in the face of COVID-19 and impacts on inflows....
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Financial planning
ASX-listed Netwealth has reported a growth in funds under advice to $28.5 billion at the end of December, 2019....
Funds management
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Tech
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
Funds management
Former Netwealth head of distribution, Nick Mitchell, will be co-head of distribution with Tim Yule....
People & Products
Sally Freeman has joined the platform’s board to help oversee risk management of the firm....
Features
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
Funds management
AllianceBernstein has announced that its AB Concentrated Global Growth Managed Portfolio is now available on Netwealth platform....
Funds management
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
Financial planning
Specialist platform provider, Netwealth has reported a 23.9 per cent growth in underlying net profit after tax to $36 million....
Funds management
RARE Infrastructure has announced that its Infrastructure Income Fund will be now available on a number of retail investment platforms, with BT Wrap being the most recent...
Editorial
Events over the past two months have revealed the number of commercial bets which have been placed predicated on the expected shape of the Australian financial planning i...
Financial planning
Four in five advice firms are likely to invest more in client engagement AdviceTech this financial year than in the previous one, with the use of scaled advice technologi...
Financial planning
Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...
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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...