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Showing 291 - 300 of 519 results for "Netwealth"

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Netwealth announced Zenith Investment Partners will manage its Elite Blend models on the Netwealth Super Accelerator and Wealth Accelerator services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account ...

FPA supports children's financial literacy

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
... the edtech start-up to the Australian market which has more than two million primary school students with the help of Netwealth.

Netwealth expands managed accounts offering

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
Netwealth will broaden its range of managed account solutions in a bid to meet growing adviser demand and continue building on its now $15 billion in funds under management and administration. In the short period from 1 July 2017 the managed accounts ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development Jessica Brady, Netwealth's Matt Heine and futurist Anders Sorman-Nilsson - overwhelmingly supported the need for advisers to shift away from being ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... sector, with leading platforms such as BT Financial Group, HUB24, Macquarie, managedaccounts.com.au, Mason Stevens, Netwealth, and Praemium among the presenters, exhibitors and major partners. Managed accounts experts Watershed and Beulah Capital are ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... result the most widely used platforms, CFS FirstChoice and BT Wrap, are increasingly under threat from the new guard - Netwealth, BT Panorama and HUB24. "Netwealth, HUB24 and BT Panorama are among the most technologically advanced platforms in the market ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management and Quilla Consulting, with plans to add further managers in ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... excess returns. The report also found large cap Aussie shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive solutions, but are limited ...

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 ...