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Showing 301 - 310 of 495 results for "netwealth"

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Netwealth is entering another private label partnership with a self-licensed planning firm. Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. ...

Montgomery funds rated by Zenith

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... a wonderful endorsement of our philosophy and for the unique proposition for investors." The funds are available via netwealth on its IDPS and Super menus, and Montgomery is working with other platforms to have the funds added to further investment m ...

Zenith rates CFM diversified alternative beta fund

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... long-term trend following futures, equity market neutral and risk premia. It's currently available on Colonial FirstWrap, netwealth, HUB24 and Powerwrap's investment platforms. "The fund has been designed to offer investors a diversified portfolio of ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... Select Asset Management Tom Bignill, Mason Stevens Tom Glynn, DNR Benjamin Abell, Colonial First State Steve Thomas, netwealth "There's so much development occurring in the managed accounts area that it's a real benefit for IMAP to have the advice and ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ...

Global equities fund becomes 'Recommended'

DARREN SNYDER  |  THURSDAY, 1 DEC 2016
... number of other key platforms: AMP North, Asgard, BT Wrap, Clearview, Colonial FirstWrap, HUB24, Macquarie Wrap and netwealth.

Henderson fund receives ratings upgrade

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... value of investing in assets that are less correlated to traditional assets." The Fund is available on Macquarie Wrap, Netwealth and IOOF Pursuit.

AMP and Zenith portfolios add global bond fund

ALEX BURKE  |  TUESDAY, 22 NOV 2016
... generated 2.41% per annum over three years. It is also available on the Asgard, BT, HUB24, Macquarie, MLC, Navigator and netwealth platforms. Grant Samuel Funds Management distribution head Damien McIntyre said: "The addition of the fund to AMP's North ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Netwealth has partnered with a boutique wealth management firm to launch a private label managed account. The platform provider has teamed up with Cardena Private Wealth to offer a variety of multi-asset, objectives-based models which utilise dynamic ...

Monash fund receives Lonsec rating

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... to do," Fitzgerald said. The fund, which Monash intends to hard close at $500 million, is available to advisers via Netwealth, HUB24, Powerwrap, ManagedAccounts.com.au, Mason Stevens and Macquarie Wrap.