Search ResultsShowing 1 - 10 of 100+ results for "NetWealth"
Hard times ahead for platforms
KANIKA SOOD  |  THURSDAY, 23 MAY 2019
... cost data to assess cost-out prospects. It downgraded IOOF (IFL) to sell to account for earnings pressure. AMP and Netwealth were unchanged at neutral and sell respectively. "Although platforms are only one component of the wealth management value ...
Multi-asset SMA launches
KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... Asset Management, has made the SMA available to financial advisers and dealer groups via its partnership with Netwealth. The multi-asset SMA has direct shares capabilities, investing in both global and Aussie equities. Resonant was founded in ...
OneVue, Mainstream automate cross-platform transfers
HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
... automation. Mainstream's Australian chief Andy Harrison noted immediate benefits had been noticed by clients. Netwealth has used the solution since its roll out, and the platform's head of custody Paul Hagger said the ability to transfer ...
Netwealth opens new office, grows team
ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
Netwealth is opening a new office and expanding its national distribution team with the addition of a former BT Financial Group senior sales manager. The new office will be in Adelaide and manned by Andrew Dwyer, its newly-appointed senior ...
Colonial First State makes major fee cuts
KANIKA SOOD  |  THURSDAY, 18 APR 2019
... steady over last year. However, the new money entering the sector has been going to non-aligned players such as Netwealth and HUB24, and to Macquarie. HUB24 outstripped CFS in capturing net fund flows in September quarter. Read more about how ...
J.P. Morgan still the top custodian
KANIKA SOOD  |  FRIDAY, 12 APR 2019
... and Treasury Services ($106 billion), Bond Street ($98 billion), Ausmaq ($53 billion), BNY Mellon ($24 billion) and Netwealth ($19 billion). Custodians usually charge fees as a combination of total assets under custody and per transaction, with the ...
Praemium loses major client
KARREN VERGARA  |  MONDAY, 8 APR 2019
... made $4 million in revenue for Praemium during the 2018 calendar year. It will transition to new platform provider Netwealth from July 2019. While "it is disappointing to have a valued client choose to go in a different direction," several new ...
Powerwrap makes a move on IPO
KANIKA SOOD  |  FRIDAY, 5 APR 2019
... over selling the company to prospective suitors. In listing on the ASX, it joins fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is ...
India Avenue fund distribution boosted
ELIZABETH MCARTHUR  |  TUESDAY, 26 MAR 2019
... fastest growing investment platforms. Clients and advisers managing and advising on superannuation assets on HUB24, Netwealth and Powerwrap can now gain exposure to Indian equities through this fund. India Avenue has invested assets of ...
Smaller platforms continue to excel
HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... continue to make gains against their institutional competitors, according to Investment Trends' latest report. Netwealth and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking and competitive analysis ...
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