Search Results | Showing 21 - 30 of 517 results for "Netwealth" |
| | | Netwealth has capped off another record year, growing funds under administration (FUA) to $135.7 billion as strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform ... |
| | | | Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business. The new agreement will see Netwealth cater to Morgan Stanley's ASX-listed ... |
| | | | ... outcomes." This is the fifth platform trustee that APRA has taken enforcement action against. In one enforceable undertaking, Netwealth agreed it has material weaknesses in its investment governance framework and practices. |
| | | | ... frameworks to support all stakeholders. The move follows recent decisions by major platforms, including Macquarie and Netwealth to withdraw access for InterPrac advisers. "At a time when less than 10% of Australians receive financial advice, the industry ... |
| | | | ... Fiducian's Portfolio Services pay the highest amount of more than $2200, while FES Super members fork out $1727. BT, Netwealth and Macquarie superannuation members pay nearly $1000. For MySuper fund members, administration fees charged on a $50,000 ... |
| | | | ... in assets. At the end of December, the fund's portfolio included stakes in PMET Resources (4.9%), Arena REIT (3.1%), Netwealth (1.4%), Australian Ethical Investment (3.2%), NIB Holdings (3.1%), Bendigo and Adelaide Bank (1.5%) and Paladin Energy (2.8%). ... |
| | | | 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 ... |
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