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Showing 21 - 30 of 425 results for "NetWealth"

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... range of new services, including the ability to manage off-platform assets and custodial assets through the one account. Netwealth is relaunching the flagship Wealth Accelerator platform to better service the growing number of financial advisers dealing ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
Former financial adviser John Wertheimer has been banned by the regulator after he was convicted of using the Netwealth platform to access client accounts and make unauthorised transactions. In May 2020, Wertheimer made 48 unauthorised transactions ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... including through a recent partnership with Colonial First State's FirstChoice. Its solutions are also available on BT Wrap, Netwealth and HUB24.

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... significant proportion of member accounts in the pension phase. Challenger, Fiducian, Clearview Wealth, Macquarie, Perpetual, Netwealth, HUB24, and CFS lead the way with the highest proportion of pension phase member accounts. These funds also hold the ...

Industry fund market share soars: KPMG

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... suspects that merger activity drove this trend. Despite the consolidation in the industry, platforms like HUB24 and Netwealth, as well as Diversa and Australian Ethical, managed to achieve organic membership.

Dalton Street fund terminated

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2023
... management. Fund documents show that, as at October 2022, the fund only had $2.16 million in assets and was available on the Netwealth, BT, Asgard, Macquarie and HUB24 platforms.

Equity Trustees enlists HUB24 for custodial platform admin

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... previous corresponding period. Although, its market share is lower than IOOF, Colonial First State, AMP, Macquarie, and netwealth, HUB24's annual net flows have the fastest growth rate as a percentage of FUA. HUB24 also announced that it has added a ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... coaches, and investment advice that's considerate of their longer lifespans. Stoncius cites a recent white paper by Netwealth, which found that the most significant indicator of financial success for women is not to stress out about money. Some 62% ...

Blue Orbit operations chief resigns

ELIZABETH FRY  |  FRIDAY, 3 MAR 2023
... The industry veteran already holds two such roles. Last year, he started a new position as an independent Director at Netwealth Superannuation Services. He is also on the trustee board of Qualitas. The fund's chief executive Adam Randall called Lewis ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
HUB24 has stolen the crown from Netwealth and reclaimed the top spot for overall platform functionality. Investment Trends released its 2022 Platform Benchmarking and Competitive Analysis Report and said HUB24's overall score of 91.5% just edged ...