Search Results | Showing 51 - 60 of 495 results for "netwealth" |
| | | ... platform providers have integrated tools for portfolio commentary, meeting transcription, and compliance automation. Netwealth, for example, has introduced a generative AI-powered portfolio commentary tool. Its advisers can now produce personalised commentary ... |
| | | | ... Association (ACSA) shows in the six months to December end, State Street, Northern Trust, BNP Paribas, Clearstream, Netwealth, and HSBC all saw their total assets under custody grow by more than 10%. State Street's assets swelled by 20.8% to surpass ... |
| | | | JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ... |
| | | | ... government agencies, also performed well, along with Universal Store Holdings (ASX: UNI), and platform's HUB24 and Netwealth (ASX: NWL). "It was a year where companies with high-quality business models and strong earnings growth saw their stock prices ... |
| | | | Netwealth and Praemium have both reported significant inflows in the December quarter. Netwealth reported record funds under administration (FUA) net inflows of $4.5 billion, 69.8% higher than the prior corresponding period, bringing 12 months inflows ... |
| | | | ... investments, a potential increase in remediation payments, and competitive pressures from faster-growing platforms like Netwealth and HUB24," he said. |
| | | | Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform. On November 28, Netwealth achieved FUA of $100 billion, comprised of $99.5 billion in custodial FUA and $0.7 billion non-custodial. ... |
| | | | ... and change management within practices [and so forth]," he said. The big challenge to platforms such as CFS, HUB24, Netwealth, North and so forth, he predicts, is not competition or the threat of a new platform. "It will be scaled advisers. I think that ... |
| | | | ... limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client meetings and back-office processing, this year's ... |
| | | | Retail superannuation offerings from AMP, Macquarie, and HUB24 spend big on external financial advisers, while industry funds prefer to invest in their own advisers and intra-fund advice, new APRA data reveals. APRA's recently published data based ... |
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