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Funds management
HUB24 has seen a 44 per cent rise in quarterly platform net inflows during the first three months of FY25, while adviser numbers rose 17 per cent....
Funds management
The platform provider’s total funds under administration is now at $68.3 billion as its proposal to acquire Class is to be voted on 31 January, 2022....
Financial planning
Funds under administration has reached $52 billion in the most recent quarter, a 52.7% increase from a year ago....
Funds management
The last quarter of the financial year saw the investment manager’s assets under management rise to $98.3 billion, and its funds under advice increase 6%....
Funds management
Netwealth’s funds under administration net inflows increased 36.1% last year to $9.2 billion. ...
Funds management
The investment and superannuation platform reported net inflows of $1.7 billion, representing a growth of 36.7% against the previous corresponding period. ...
Funds management
The firm’s funds under administration was up 34% on FY19 and it has announced the appointment of its new chief financial officer....
Funds management
Powerwrap has posted inflows for the June quarter despite expected net flows not occurring due to the COVID-19 pandemic. ...
Funds management
Integrated Portfolio Solutions has announced its funds under administration have exceeded $5 billion thanks to strong flows from family offices and investment advisers....
Funds management
OneVue is expecting the sale of the Madison Group to be completed in May and will look to select a preferred bidder by the end of this week....
Financial planning
The platform provider also experienced a decrease of $0.7 billion in funds under administration during the March quarter....
Funds management
Platform provider Netwealth is asserting robust financial health in the face of COVID-19 and impacts on inflows....
Funds management
The platform provider has posted a net loss despite a 20% increase in funds under administration during the first half of FY20....
Financial planning
ASX-listed Netwealth has reported a growth in funds under advice to $28.5 billion at the end of December, 2019....
Financial planning
HUB24 has posted record first half net inflows of $2.5 billion thanks to both new and existing adviser relationships....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...