Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 499 results for "netwealth"

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... 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 ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... 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 posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
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 ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
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 ...

APRA slaps additional licence conditions on HTFS Nominees

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... 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.

AIOFP partners to launch adviser protection program

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... 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 ...

Super funds get ahead of proposed minimum service standards: KPMG

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... 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 ...

K2 AM to close small cap ETF

KARREN VERGARA  |  MONDAY, 20 APR 2026
... 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 reports $4bn net inflows

ELIZA BAVIN  |  THURSDAY, 16 APR 2026
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 ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
... "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 ...
PREVIOUS
NEXT