Search ResultsShowing 51 - 60 of 100+ results for "NetWealth"
Less than half of all super funds are gaining new members
ALEX DUNNIN  |  THURSDAY, 29 MAR 2018
... DIY Master Plan, Encircle Superannuation Fund, CBA Essential Super, HUB24 Super Fund, ISARF Superannuation Fund, Netwealth Superannuation Master Fund and ClearView Retirement Plan. Five of these funds operate under the Diversa Trustees RSE with ...
Powerwrap adds top industry names
JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
A reinvigorated Powerwrap is bolstering its leadership team with the addition of former Netwealth, HUB24 and Morgan Stanley executives. Former Netwealth chief operating and financial officer Bruce MacDougall has joined Powerwrap as its new chief ...
Client longevity the largest advice disruptor
DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... role of providing financial security for clients. The US-based Noonan will be in Sydney on Thursday to present at a Netwealth CPD event which aims to discuss the broad theme of financial planning beyond 2020. Also presenting will be Netwealth head ...
Netwealth partners for engagement
JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and ...
Reinvigorated OneVue inches up platform rankings
JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... tools, CFS FirstWrap dropped to fourth place, while Macquarie Wrap dropped out of the top five this year. Netwealth retained the top spot, though Investment Trends said it was by a narrow lead as second-placed HUB24 continues to gain ...
Netwealth offloads advice subsidiary
KARREN VERGARA  |  FRIDAY, 2 MAR 2018
Australian Unity will acquire a Netwealth financial advice firm with $550 million in funds under advice. Bridgeport Financial Services has nine advisers and was established in 1999. Australian Unity chief executive officer of wealth and capital ...
Netwealth doubles managed account FUM
JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
Netwealth saw significant growth in its managed accounts offering during the first half of the 2018 financial year. Reporting a 107% rise on the prior corresponding period, Netwealth's suite of managed accounts now hold $1.4 billion in funds under ...
Netwealth signals managed account growth, business upgrades
DARREN SNYDER  |  FRIDAY, 19 JAN 2018
Investment platform netwealth plans to expand its retail and private label managed account service in the first half of 2018, adding models and strategies for different client segments and life stages. This is one of several commitments from the ...
Janus Henderson wins global mandate
KARREN VERGARA  |  WEDNESDAY, 20 DEC 2017
... outperformance over time. Launched in July 2014, the fund is available on the ANZ Grow Wrap, BT Wrap, OneAnswer and Netwealth platforms. Janus Henderson recently recruited Shan Kwee as a credit strategist to its fixed interest team, commencing in ...
Advice industry must think bigger: Netwealth
JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... to meet the evolving expectations of clients. Speaking at the inaugural IMAP InvestTech conference in Sydney today, netwealth joint managing director Matt Heine said the advice industry is not thinking big enough, putting itself at risk of being ...
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