NETWEALTH

Financial planning

Funds under administration has reached $52 billion in the most recent quarter, a 52.7% increase from a year ago....

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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...

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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. ...

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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....

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Funds management

The average wrap account held over $1 million with the firm feeling well-positioned to take advantage of the changing advice landscape....

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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...

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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...

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Funds management

Record annual net inflows of $9.8 billion has seen the platform reach almost $50 billion in funds under administration....

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Financial planning

Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...

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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...

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Financial planning

The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....

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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. ...

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Funds management

Netwealth’s funds under administration net inflows increased 36.1% last year to $9.2 billion. ...

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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 ...

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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...

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 day 12 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 day 14 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

4 days 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago