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NETWEALTH
Editorial
As women’s investment behaviour continues to evolve, industry professionals argue that financial advisers are missing out on a promising group of clients....
Policy & Regulation
Financial services firms were among seven entities reviewed by the regulator as part of its work to develop corporate guidance for whistleblower protection....
People & Products
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
Financial planning
Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry....
Financial planning
The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...
Financial planning
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
Funds management
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
Financial planning
Financial advice firms are increasingly looking to regulatory technology in an effort to offset the rising cost of compliance, according to a new report....
People & Products
Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform....
Financial planning
Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....
People & Products
There is likely to be increased platform consolidation in the market, according to two industry leaders, but firms may find it harder to merge than they expect....
People & Products
An adviser survey by Netwealth has found the move to working from home by advice firms may have improved staff work/life balance but team communication has deteriorated....
People & Products
Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....
Funds management
Netwealth’s funds under administration has increased by $8.5 billion to $55.7 billion in the 2022 financial year, according to its June 2022 quarterly update....
People & Products
Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...
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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...