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Showing 281 - 290 of 495 results for "netwealth"

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 ...

Twitter becomes gateway to 30 million 'investment' audience

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... to hear from the experts," Masud said. Gaxiola and Masud are among the panelists in the social media session of the Netwealth Group study tour. Financial Standard is the media partner of the netwealth group study tour and will be publishing a Special ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... "We are fiduciaries; our client's interests come first," Lowell said. Financial Standard is the media partner of the netwealth group study tour and will be publishing a Special Report in FS Advice magazine on May 16. To request your copy, email us he ...

Sharing economy to reshape global real estate

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... the ageing demographic will also act as a significant tailwind for REITs," Miness said. Miness was presenting at the netwealth group study tour, a four-day program on fintech and financial advice attended by Australian-based financial advisers with a ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... supplement the advice process and lead clients to better investment experiences over time." Itzkovits presented at the netwealth group study tour in San Francisco this week, a four-day program covering all aspects of fintech, financial advice and wealth ...

BT Panorama lists sovereign bond fund

KARREN VERGARA  |  THURSDAY, 27 APR 2017
... assets, the fund offers a defensive anchor for clients' portfolios in market crisis." The fund is also available on the Netwealth, HUB24 and simpleWRAP platforms.

Russell Investments secures $1.9bn mandate

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
... GuildPension to manage assets across six classes. The firm also recently struck an $850 million white-label deal with Netwealth to enter the platform market.