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Showing 281 - 290 of 501 results for "NetWealth"

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A 350% increase in flows to its managed accounts offering has driven a record boost to Netwealth's overall funds under management and administration. The significant surge in its managed account service has contributed to an increase of annual flows ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... more in advice and financial planning technologies over the next 12 months. That is a key finding of a new report from Netwealth, showing that 69% of advisers plan to spend more on operations processes and workflow technologies and 79% are also looking ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... engagement with clients. SuiteBox allows advisers to be part of this evolution," Dunbar said. Suitebox also partnered with Netwealth's Pathway recently to provide the same solution to its adviser network.

Former AFA executive returns

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
... officer in the role of general manager, policy and professionalism. Phil Anderson left the association in 2015 to join Netwealth where he worked as general manager, governance and advice until November 2016. Replacing Samantha Clarke who resigned last ...

Distribution reshapes globalisation: Capital Group

DARREN SNYDER  |  THURSDAY, 1 JUN 2017
... available in a unit trust structure and through the investment platforms such as BT, Macquarie, Colonial First State, MLC, Netwealth and HUB24.

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Netwealth's licensee services subsidiary Pathway has partnered to provide advisers with access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
Futuro Financial Services clients can now access a range of diversified portfolios from Joseph Palmer & Sons, with Netwealth securing another private label deal. The model portfolios were added to the Netwealth platform as part of a partnership with ...

Netwealth welcomes new CFO

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
A former chief operating and financial officer at Powerwrap is the new chief financial officer of Netwealth. Grant Boyle will succeed Bruce MacDougall who has chosen to resign from the role after two years, opting for a lifestyle change in Victoria's ...

From financial advisers to cybersecurity advocates

MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017
... financial damage. "For all the unknowns out there, we do collect a lot of threat intelligence," Lee said. Lee spoke at the netwealth group study tour, a four-day program on fintech, investments and financial advice attended by Australian-based financial ...

Financial advisers should consider bitcoin as an asset class: Dunworth

MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017
... of payment albeit regulators warn that bitcoin users are not covered by refund rights. Dunworth was presenting at the netwealth group study tour, a four-day program on fintech, investments and financial advice attended by Australian-based financial advisers ...