02/24/2022
Headcount growth, partly for the wealth management segment, was cited by the bank as a key driver of a 7 percent increase in operating expenses for the full year.
02/21/2022
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/17/2022
“Netwealth expects to benefit from growth in its affluent, high net-worth and private wealth groups as its platform functionality supports and enables the unique and differentiated needs of the segment,”