Tag: Netwealth

Client segmentation across communication and experience could be the key to achieving scale, efficiency and satisfaction.

In a world of shrinking adviser numbers and rising client demands, the modern PD day has become a strategic weapon that shapes not just technical competence, but the communication, resilience and productivity that now define high-performing advice teams.

Trust still matters, but so do speed, transparency and tech. Learn the expectations reshaping advice, and how to meet them without burning out.

Financial advisers rely on the research and ratings provided by the major research houses when putting together their clients’ portfolios, but it’s a flawed system, argues Jamie Nemtsas.

After buying Powerwrap and shrugging off its own buyout offer from Netwealth, Praemium has joined the top tier of platform providers on the back its data and reporting capabilities.

The firm, which provides investment platform services on top of specialist investment support functions, is making ground on both the new guard and the incumbents by focusing on managed account enablement and product flexibility.

Netwealth and HUB24 are expected to continue eating the incumbents’ lunch, according to UBS. Meanwhile, as adviser numbers have halved the average amount of money they manage has doubled.