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Showing 81 - 90 of 100+ results for "Netwealth"

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... Private made $4 million in revenue for Praemium during the 2018 calendar year. It will transition to new platform provider Netwealth from July 2019. While "it is disappointing to have a valued client choose to go in a different direction," several new ...

Powerwrap makes a move on IPO

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... it over selling the company to prospective suitors. In listing on the ASX, it joins fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is the ...

India Avenue fund distribution boosted

ELIZABETH MCARTHUR  |  TUESDAY, 26 MAR 2019
... fastest growing investment platforms. Clients and advisers managing and advising on superannuation assets on HUB24, Netwealth and Powerwrap can now gain exposure to Indian equities through this fund. India Avenue has invested assets of approximately ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... players continue to make gains against their institutional competitors, according to Investment Trends' latest report. Netwealth and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking and competitive analysis ...

Global fund launches in retail market

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A global equity fund is now available to retail investors via the Netwealth and HUB24 platform. The Loomis Sayles Global Equity Fund targets financial advisers and direct investors. Investors Mutual Limited (IML) is the responsible entity for the fund ...

Royal Commission boosts platform provider

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... latest platform provider to trumpet its positive outlook after the Royal Commission. Earlier this month, competitor Netwealth said it expected some of the $189 billion in funds under administration subject to grandfathered commissions would flow in its ...

Netwealth to benefit from RC fallout

HARRISON WORLEY  |  MONDAY, 18 FEB 2019
The Royal Commission might have been harsh on some financial services providers, but Netwealth said it's poised to benefit. Informing the market of its half-yearly financial performance this morning, the platform provider said strong flows towards ...

Platforms steady after Royal Commission

KANIKA SOOD  |  TUESDAY, 5 FEB 2019
... product lists. And this could slow down the adviser migration from big wealth managers to independent platforms like Netwealth and HUB24, according to UBS analyst Kieren Chidgey. Chidgey says over the last two years, bigger platforms have been losing ...

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... Milford is also in the process of having its Australian Absolute Return Growth Fund added to several platforms, including Netwealth, HUB24 and Praemium. The fund is modelled on Milford's Active Growth Fund and targets a return of 5% above the Reserve ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... followed by AMP Group (17.4%), CBA (14.9%), NAB (13.8%), Macquarie(10.1%), ANZ Wealth (4.7%) and IOOF (4.2%). Mercer, Netwealth and tateplus each have less than 3% share.