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Showing 31 - 40 of 495 results for "NetWealth"

Sequoia boasts of 'good governance' despite ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... chair has told shareholders that "good governance remains central" to how it operates and confirmed it is in talks with Netwealth and Macquarie over their decision to bar InterPrac advisers. Addressing its annual general meeting this morning, Sequoia ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
A new report from Netwealth outlines key methods of growth for advice businesses, including pinpointing where to outsource some business activities. Netwealth's Innovation starts with curiosity report touches on several solutions, spanning from ...

Equity Trustees to ask Mulino for help amid First Guardian, Shield fallout

JAMIE WILLIAMSON  |  THURSDAY, 30 OCT 2025
... Macquarie was both the platform promoter and super trustee and its branding was highly visible to members. Last week, Netwealth disclosed that it has already applied to Mulino for financial assistance. Some 1088 Netwealth members are impacted by the ...

Netwealth invokes Part 23 of SIS Act in First Guardian response

JAMIE WILLIAMSON  |  MONDAY, 27 OCT 2025
Netwealth has applied to the government for financial assistance under Part 23 of the Superannuation Industry (Supervision) Act 1993 in order to compensate members impacted by the First Guardian failure. This morning, the listed platform and superannuation ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... available through Macquarie Investment Management and Equity Trustees. First Guardian was hosted by Equity Trustees, Netwealth, and Diversa. First Guardian was run by David Anderson and Simon Selimaj, who were directors of Falcon Capital, the responsible ...

Fortitude launches Small Cap PE Fund

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... and beverage. With a minimum investment of $100,000, it will be available for both direct investment and on HUB24 and Netwealth. "We are excited to offer this new fund to the market. The Fortitude Small Cap PE Fund is designed to provide investors with ...

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN  |  THURSDAY, 9 OCT 2025
Netwealth has continued to separate itself from the collapse of First Guardian, saying it was a "case of fraud". In its September quarterly business update, Netwealth said it was working cooperatively with industry bodies and regulators in relation ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... may result in compliance breaches. By shifting to automated data flows and calculations, firms reduce human error." Netwealth found that among AdviceTech Stars, automation is now embedded across core advice steps. AdviceTech Stars are advice firms that ...

Local custody assets hit record $5.6tn

JAMIE WILLIAMSON  |  FRIDAY, 22 AUG 2025
... achieving double-digit growth was Apex Group, which saw its overall assets under custody rise 14.1% to $40.6 billion and Netwealth, which jumped 11% to $112 billion. For both, almost all their assets are held in Australia. J.P. Morgan remains at the ...

Netwealth reports record FY25 results

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
Netwealth Group has delivered its results for the financial year ending June 30, recording "exceptional growth" across all key metrics. Netwealth recorded funds under administration (FUA) of $112.8 billion, which was a 28.2% surge from FY24, while total ...