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Showing 11 - 20 of 421 results for "netwealth"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

HSBC committed to local custody arm despite rapid decline in assets

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... remaining the largest player, commanding $1.08 trillion of this. HSBC ranks ninth, having been surpassed by Clearstream and Netwealth in the past six months.

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
... SuitabilityHub is currently linked to the major platforms and boutique providers. Comparing platforms like HUB24 and Netwealth, Peker said, at first glance they seem alike as they have a number of similar features. "But a closer look reveals that only ...

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
Netwealth will relaunch its Core offering in September, aiming to grow its footprint in the mass affluent and emerging affluent segments, driving new revenues and boosting net inflows. The wealth management company today reported a record funds under ...

Praemium hires governance, risk chief

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2023
... management. Axton was most recently interim chief risk officer at Bank First. Prior, she spent close to seven years at Netwealth, first as general manager of risk and compliance and then as chief governance officer. With more than 25 years' experience ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
... Colonial First State and AMP all experienced decreases in FUM, down 4.2%, 7.1%, 4.5% and 6.8% respectively. However, Netwealth was up 14.4% to $65.9 billion and HUB24 rose 16.5% to $65.9 billion to year end. Also recording increases were Macquarie Group ...

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 ...