POWERED BY MOMENTUM MEDIA
MATT HEINE
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....
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...
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. ...
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 ...
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....
People & Products
In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...
Financial planning
Netwealth has announced it will continue to support a financial education platform for kids which aims to improve financial literacy in schools....
People & Products
Netwealth has opened a new office in Adelaide, South Australia, adding Andrew Dwyer as senior distribution manager....
People & Products
Netwealth and MLC Wealth subsidiary, Godfrey Pembroke Limited, have announced a new partnership....
Funds management
Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....
Never miss the latest news and developments in wealth management industry
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...