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Showing 161 - 170 of 426 results for "Netwealth"

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 have ...

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 functionality. ...

Absolute returns core to building wealth: ARCO chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... decade 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 investing ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... cognisant 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 satisfaction ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Better 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 Australia ...

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 Actions ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... engagement 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 ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... May, taking on the new position of manager of self-invested and international solutions. Thomas joined Praemium from Netwealth where he had served as head of managed accounts strategy and development since 2014. On April 10, Praemium SMA added a Franklin ...

Netwealth affirms value of financial literacy

HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
Netwealth sponsored financial literacy program Banqer has partnered with 150 schools to deliver financial education to Australian children. Just over a year since the partnership between the platform provider and Banqer began, the program has reached ...

Saxo Bank moves banking platform to cloud

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... software company Xero. Some wealth management companies are partnering with cloud-based platforms as well. In March, Netwealth joined the myprosperity portal that tracks around $30 billion in assets and more than $5 billion in liabilities for about 20,000 ...