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Showing 1 - 10 of 100+ results for "Netwealth"

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... clients can also use advanced sort and filter functionality to analyse portfolio and asset information and keep track of Netwealth Super and Wealth Accelerator accounts. In addition, there is the functionality to view the details of historical transactions ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... and Macquarie which gained 28.2% to $100.1 billion. IOOF also recorded an increase of 12.3% to $77.3 billion, while Netwealth recorded 50.1% growth to $41.8 billion and Mercer was up 17.9% to $26.3 billion. Elsewhere, Praemium recorded 223.7% growth ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Investment Trends' latest Adviser Technology Needs Report by overall adviser satisfaction at 75% behind HUB24 and Netwealth.

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... with their main platform as 'very good', down 2% on 2020 and maintaining the downward trend from a 40% high in 2014. Netwealth took out the top-rated platform by overall satisfaction at 80% followed by HUB24 (78%). Rounding out the top five were BT Panorama ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... exposure to international equities and cash. It is available on BT Panorama, BT Wrap, HUB24, IOOF, Macquarie Wrap, mFund, Netwealth, PowerWrap and Praemium. In May, Milford bolstered its distribution team hiring a head of wholesale distribution - Murray ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... some inconsistencies. That is, a platform popular in one state may be ranked very differently in another. For example, Netwealth was Top 10 in only one state-its home state of Victoria," the report read. Overall, FirstChoice has 9738 financial advisers ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... WealthFocus (5992), Asgard (5477) and BT Wrap (5208) make up the top five most-used platforms. Outside of the major platforms, Netwealth owns the biggest market share at 2.5% with 2371 advisers, while HUB24 has 1790 advisers and a 1.9% market share. ...

Netwealth FUA crosses $40 billion

KANIKA SOOD  |  FRIDAY, 16 APR 2021
Netwealth ended March 2021 with $41.8 billion in funds under administration, an increase of 50% over the prior corresponding period. Net inflows in FUA slowed down from $3.2 billion in previous corresponding period to $2.3 billion. Netwealth attributed ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
... First State with $126 billion and $104 billion, respectively. Meanwhile, younger platforms are gaining traction with Netwealth recording $46 billion in FUA, followed by HUB24 at $22 billion and Praemium at $8 billion, prior to any acquisition activity. ...
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