Search Results | Showing 11 - 20 of 501 results for "NetWealth" |
| | | Netwealth saw $4 billion in net inflows in the March quarter, offsetting broader market movement declines of $3.7 billion during the period. Total funds under administration (FUA) as at March 31 was $125.8 billion, an increase of 20.9% on the prior ... |
| | | | ... "predetermined" advice outcomes based on a template Statement of Advice (SOA), recommending clients switch super funds to Netwealth while retaining $10,000 for insurance purposes. Additionally, Hogan was found to have engaged in misleading and unprofessional ... |
| | | | ... revolving around Shield and First Guardian. These include 12 ongoing cases against 21 defendants. It comes as Macquarie and Netwealth have both admitted to failures in relation to Shield and First Guardian and have returned more than $420 million collectively ... |
| | | | ... amounting to about $1 billion in superannuation savings. At the time of writing, Macquarie Investment Management and Netwealth have returned $300 million and $101 million of capital to investors respectively. Netwealth, Diversa Trustees and Equity Trustees ... |
| | | | ... adviser exodus and declining revenues, after being locked out of platforms like Macquarie, Colonial First State and Netwealth, are anticipated to reduce to nil within 12 months. "This has been accelerated by the decision of a further platform this week ... |
| | | | ... Guardian master fund failures. Chief among its issues is being blacklisted from several platforms, such as Macquarie and Netwealth. Yesterday, Crole said the review of the retail licensee services operations is continuing. "Sequoia is considering a range ... |
| | | | ... the March S&P/ASX 200 Index rebalance seeing DigiCo drop out of the top 200. As part of the March rebalance, Pinnacle, Netwealth and Lendlease have dropped out of the S&P/ASX 100. This comes after HMC Capital - the parent company of the DigiCo REIT - ... |
| | | | ... a selection of retail funds, in particular those with platform investment offerings, with funds including HUB24 and Netwealth generating strong organic growth driven by inward rollovers, and AMP Super showing improvement in member retention with a reducing ... |
| | | | ... in the second half of 2025. Also seeing double-digit growth in the period were BNY Mellon (17.4%), HSBC Bank (12%), Netwealth (11.2%), and Perpetual (11.1%). The top five custodians by size now are J.P. Morgan ($1.49tn), State Street ($1.08tn), Citigroup ... |
| | | | ... HUB24 retaining the top overall position in 2025 and topping four categories. Macquarie Wrap led in cybersecurity, while Netwealth ranked first in service. Commenting, Investment Trends head of research Julian Cappe said platforms need to acknowledge ... |
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