Search ResultsShowing 31 - 40 of 100+ results for "NetWealth"
Industry funds grows governance, risk teams
JAMIE WILLIAMSON  |  MONDAY, 20 AUG 2018
... on projects for HESTA and Colonial First State, while Ooi was most recently working in transformational change at Netwealth. Equip chief executive Nicholas Vamvakas said the new appointments will support the significant scale it has added since ...
Last chance to participate in the annual FS Managed Accounts Survey
MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth and Praemium have all announced substantial managed accounts uptake in recent months In its latest quarterly update ...
HUB24 introduces low-cost product
KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... rated HUB24 as one of the top five administration platforms in terms of investment functionality. The list included Netwealth, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took ...
Financial services executives in the money
JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
Following a highly successful IPO and 41% increase in funds under administration, the last 12 months has seen Netwealth's Michael and Matt Heine named among Australia's richest executives. Netwealth joint managing directors Michael and Matt Heine ...
Advisers name top platform provider
KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment ...
Absolute returns core to building wealth: ARCO chair
KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... the ARCO Absolute Return Fund has delivered more than 8% p.a. return after fees. The fund was added to HUB24 and Netwealth platforms, it announced today. Zenith rates it as recommended. Defining absolute return investing "Absolute return ...
Younger advisers drive digital client engagement
KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... of the evolving expectations of planners and their clients," he said. Advisers canvassed in the survey said netwealth is the platform of choice based on satisfaction, followed by CFS FirstChoice. AdviserLogic leads in planning software ...
Industry leaders in sales and marketing recognised at MAX Awards
STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Campaign Legg Mason - Fixed Income / Brand Bell Direct | Desktop Broker Financial Literacy Campaign of the Year: Netwealth and Banqer - Financial Literacy in Schools Finalists: MLC Corporate Super - Financial Literacy for members Vanguard ...
Netwealth boosts class action involvement
JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
In its latest round of platform enhancements, Netwealth has added the ability for investors to participate in class actions. As of this month, Netwealth has made available information on open class actions within the platform's Corporate ...
Advisers still resistant to social media
JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... strategies despite the majority of Australians using some form of social media every day. Latest research from Netwealth shows 40% of advice practices use social media to communicate with clients. Of that 40%, about 28% admit to almost never ...
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