Search ResultsShowing 1 - 10 of 100+ results for "Netwealth"
Charter Hall industrial fund scores top Lonsec rating
HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... and the fund "has a conservative gearing target of 30% to 45% with a current LVR of 33%." The fund is open for investment through a minimum investment of $20,000 on a range of platforms, including BT Panorama, Macquarie, Netwealth and HUB24.
HUB24 defends cash accounts
KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... in the Australian Financial Review published on July 3, claiming its account holders and clients of its competitor Netwealth, will earn negative returns on cash investments after the RBA lowered the official cash rate to 1%. "In the wake of the ...
Scaled advice tools on the rise
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined by Netwealth plan to adopt scaled advice ...
Netwealth distribution lead exits
JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2019
The head of distribution at Netwealth has left the company. The ASX-listed superannuation and investment solution provider has confirmed the departure of Nick Mitchell. A Netwealth spokesperson confirmed Mitchell's resignation, citing personal ...
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... growth among planners, with 9% of planners allocating client inflows to industry fund platforms so far this year. Netwealth is still the highest rated platform, with 55% of planners primarily using the platform listing their satisfaction as very ...
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 ...
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