Search Results | Showing 1 - 10 of 499 results for "netwealth" |
| | | ... funds. Equity Trustees did the same for NQ Super & Pension, a division of the AMG Superannuation Fund. Macquarie and Netwealth, by contrast, kept their trustee in-house. Both have admitted to failures in due diligence and already compensated members ... |
| | | | ... couple of the platforms. We're already available on non-custodial with HUB24, and we're having discussions with Netwealth, Mason Stevens, Praemium, CFS Edge, etcetera," Wilson said. "We are certainly trying to make ourselves available for advisers... ... |
| | | | Netwealth has capped off another record year, growing funds under administration (FUA) to $135.7 billion as strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform ... |
| | | | Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business. The new agreement will see Netwealth cater to Morgan Stanley's ASX-listed ... |
| | | | ... outcomes." This is the fifth platform trustee that APRA has taken enforcement action against. In one enforceable undertaking, Netwealth agreed it has material weaknesses in its investment governance framework and practices. |
| | | | ... frameworks to support all stakeholders. The move follows recent decisions by major platforms, including Macquarie and Netwealth to withdraw access for InterPrac advisers. "At a time when less than 10% of Australians receive financial advice, the industry ... |
| | | | ... Fiducian's Portfolio Services pay the highest amount of more than $2200, while FES Super members fork out $1727. BT, Netwealth and Macquarie superannuation members pay nearly $1000. For MySuper fund members, administration fees charged on a $50,000 ... |
| | | | ... in assets. At the end of December, the fund's portfolio included stakes in PMET Resources (4.9%), Arena REIT (3.1%), Netwealth (1.4%), Australian Ethical Investment (3.2%), NIB Holdings (3.1%), Bendigo and Adelaide Bank (1.5%) and Paladin Energy (2.8%). ... |
| | | | Netwealth saw $4 billion in net inflows in the March quarter, offsetting broader market movement declines of $3.7 billion during the period. Total funds under administration (FUA) as at March 31 was $125.8 billion, an increase of 20.9% on the prior ... |
| | | | ... "predetermined" advice outcomes based on a template Statement of Advice (SOA), recommending clients switch super funds to Netwealth while retaining $10,000 for insurance purposes. Additionally, Hogan was found to have engaged in misleading and unprofessional ... |
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