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. ...
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....
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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...