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Showing 51 - 60 of 495 results for "netwealth"

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... 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 ...

Custodians revel in double-digit gains

JAMIE WILLIAMSON  |  TUESDAY, 18 FEB 2025
... 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 AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
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 ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... 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, Praemium see inflows soar

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
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 ...

CC Capital outbids Bain again, increases Insignia offer

JAMIE WILLIAMSON  |  FRIDAY, 17 JAN 2025
... investments, a potential increase in remediation payments, and competitive pressures from faster-growing platforms like Netwealth and HUB24," he said.

Netwealth celebrates $100bn amid 25th anniversary

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
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. ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... 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 ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... 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 super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
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 ...