Search Results | Showing 81 - 90 of 499 results for "netwealth" |
| | | ... flexibility of a wrap account while granting clients a variety of tax and social security benefits. Meanwhile, HUB24 and Netwealth have natively integrated Allianz Retire+ AGILE and Challenger fixed-term annuities respectively, allowing advisers to administer ... |
| | | | ... Trends 2023 Platform Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT ... |
| | | | "AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ... |
| | | | Netwealth is reporting a record increase in funds under administration (FUA), as it prepares to farewell its chief financial officer. In a quarterly update, Netwealth said a $6 billion increase in FUA in the December quarter has pushed its total FUA ... |
| | | | ... moving towards private wealth; the products are evolving, and the access is getting easier," he said. Even platform Netwealth is promising "institutional-quality private market investment opportunities". In October, it partnered with iCapital to provide ... |
| | | | ... "... nothing has yet been conclusively negotiated and resolved on this front," Wamsteker affixed. In November 2021, Netwealth proposed a $785 million merger with Praemium, offering one new share for every 11.96 Praemium shares, plus a cash consideration. ... |
| | | | Netwealth has entered a strategic partnership with New York-based fintech platform iCapital, broadening access to global private credit markets and hedge funds for financial advice firms and their wholesale clients in Australia. Netwealth managing director ... |
| | | | ... and advisers to do business with us," he said. Finally, Challenger officially launched its fixed term annuities on the Netwealth platform in September. It said this provides advisers and their clients with a seamless and contemporary experience to access ... |
| | | | Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ... |
| | | | ... remaining the largest player, commanding $1.08 trillion of this. HSBC ranks ninth, having been surpassed by Clearstream and Netwealth in the past six months. |
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