Search Results | Showing 1 - 10 of 439 results for "Netwealth" |
| | 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 ... |
| | | ... recorded net inflows of $4 billion in the quarter to September and $3.1 billion of positive market movements. Competitor Netwealth is not far behind, reporting a total FUA to $95.4 billion. HUB24 has a total of 4720 advisers using its platform. Retail ... |
| | | Netwealth has reported a record quarterly increase in funds under administration (FUA) of $7.4 billion bringing total FUA to $95.4 billion thanks to new inflows and positive market movements. Total funds under management (FUM) also rose an impressive ... |
| | | ... difference, including the small-cap Prime Value Emerging Opportunities Fund, which is available via platforms including Netwealth, uXchange, Mason Stevens, Hub24 and BT Panorama, Praemium and AMP North," he said. "I have watched with interest as the ... |
| | | ... held $583,000, driven by high-net-worth (HNW) and private clients. Nearly 3800 financial intermediaries are using the Netwealth platform. Netwealth's client base is made up of 61% retail investors, 22% are HNWs, 10.2% are ultra HNWs and family offices ... |
| | | ... has identified how financial advice firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to advice are not ... |
| | | ... High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 and Netwealth platforms this month. It will complement SSGA's three existing risk-based portfolios - Moderate, Balanced and Growth - that ... |
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