The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 495 results for "netwealth"

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 ...

Super funds must protect members, says Kirkland

MATTHEW WAI | FRIDAY, 27 MAR 2026

... revolving around Shield and First Guardian. These include 12 ongoing cases against 21 defendants. It comes as Macquarie and Netwealth have both admitted to failures in relation to Shield and First Guardian and have returned more than $420 million collectively ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA | TUESDAY, 24 MAR 2026

... amounting to about $1 billion in superannuation savings. At the time of writing, Macquarie Investment Management and Netwealth have returned $300 million and $101 million of capital to investors respectively. Netwealth, Diversa Trustees and Equity Trustees ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA | MONDAY, 23 MAR 2026

... adviser exodus and declining revenues, after being locked out of platforms like Macquarie, Colonial First State and Netwealth, are anticipated to reduce to nil within 12 months. "This has been accelerated by the decision of a further platform this week ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA | WEDNESDAY, 18 MAR 2026

... Guardian master fund failures. Chief among its issues is being blacklisted from several platforms, such as Macquarie and Netwealth. Yesterday, Crole said the review of the retail licensee services operations is continuing. "Sequoia is considering a range ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

The market has changed. The opportunity hasn't.

Maintaining a fundamental focus in a world obsessed with the short term

Strength amid noise

A guaranteed future

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE