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Showing 1 - 10 of 100+ results for "netwealth"

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... are unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent 7.9% on their tech outlay as a percentage of revenue two years ago but spent less in ...

Netwealth boosts profit

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... under administration as it expects inflows to hit $10 billion in the next financial year. In its full-year results, Netwealth posted a 23.9% increase in net profit to $54.1 million. Funds under administration rose 49.6% to $47.1 billion with $9.8 billion ...

Netwealth hires head of investment solutions

JAMIE WILLIAMSON  |  WEDNESDAY, 11 AUG 2021
As part of a broader strategy to grow its asset management and managed accounts offerings, Netwealth has hired the former head of private wealth at Nikko Asset Management. A spokesperson for Netwealth confirmed Naomi Finnigan has been appointed to the ...

Alceon launches retail fund

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
... employs an active program to monitor the progress of projects, assets and delivery partners. The fund is now available on Netwealth and HUB24 with plans to provide broad platform access to wealth groups across Australia with the minimum investment at ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Newly launched financial advice software ProductRex has partnered with Netwealth. Advisers using the app are able to import data from Netwealth's platform into their ProductRex account. ProductRex managing director Nick Topham said the partnership ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... clients can also use advanced sort and filter functionality to analyse portfolio and asset information and keep track of Netwealth Super and Wealth Accelerator accounts. In addition, there is the functionality to view the details of historical transactions ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... and Macquarie which gained 28.2% to $100.1 billion. IOOF also recorded an increase of 12.3% to $77.3 billion, while Netwealth recorded 50.1% growth to $41.8 billion and Mercer was up 17.9% to $26.3 billion. Elsewhere, Praemium recorded 223.7% growth ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Investment Trends' latest Adviser Technology Needs Report by overall adviser satisfaction at 75% behind HUB24 and Netwealth.

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... with their main platform as 'very good', down 2% on 2020 and maintaining the downward trend from a 40% high in 2014. Netwealth took out the top-rated platform by overall satisfaction at 80% followed by HUB24 (78%). Rounding out the top five were BT Panorama ...
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