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Showing 241 - 250 of 501 results for "NetWealth"

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 ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... May, taking on the new position of manager of self-invested and international solutions. Thomas joins Praemium from Netwealth where he has served as head of managed accounts strategy and development since 2014. At Praemium, Thomas will play a key role ...

Powerwrap gears up for IPO

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... quickly setting about building out an entirely refreshed leadership team. In March the platform provider named former Netwealth chief operating and financial officer Bruce MacDougall as chief financial officer. At the same time, former HUB24 head of ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has, in the past, partnered with Netwealth to launch a private label managed account. The firm is run by a team of eight, including three directors, two financial ...

Lonsec names group chief executive

KARREN VERGARA  |  MONDAY, 16 APR 2018
... Lloyds, Bankers Trust and Worldgroup. Haynes co-founded Paragem in 2005 and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer Services to Pathway Licensee Services as of March 2012. Netwealth ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
Netwealth has offloaded its Pathway subsidiary to a large financial services technology provider. Pathway Licensee Services was acquired by IRESS for an undisclosed amount on 1 April. The platform provider confirmed the sale in a quarterly update to ...