matt heine

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

Six Park reveals degree of push behind expansion of scaled advice

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 partners with Xeppo

Netwealth has formed a strategic partnership with specialist fintech data solutions provider Xeppo and will purchase an initial 25% equity stake....

Financial planning

Some advisers look to industry funds as platform alternative

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 launches new Magellan AM mandates

Netwealth has added two new mandated strategies from Magellan Asset Management to its global specialist series investment range. ...

Funds management

Netwealth sees 110% rise on managed account platform

Funds under management rose 110% for Netwealth’s managed accounts as the firm releases its results for FY2020. ...

Financial planning

Has Govt realised it went too far on financial advice?

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

Platform consolidation on the horizon

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

Netwealth launches remote education program for kids

In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...