Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 351 - 360 of 517 results for "netwealth"

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
... Advisors will have access to a diversified suite of SMAs managed by Beulah Capital. Non-institutional platform provider, Netwealth, has teamed up with Beulah Capital, to launch two new private label managed account services for Choice Capital and Ashfords ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ...

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
... Managed funds and International Listed Securities," said McCallum. Other providers offering international SMAs include netwealth, Macquarie Wrap, Hub24 and Prime financial.

SSGA Aussie equity fund added to Asgard platform

ALEX BURKE  |  TUESDAY, 22 MAR 2016
... has achieved a total 10.69% return over five years (net of fees). It is also available through BT Wrap, CFS FirstWrap, netwealth, Macquarie Wrap and HUB24. "The fund's success reflects not only the returns which could be achieved by truly active stock ...

Legg Mason Brandywine gets nod from Zenith

MARK SMITH  |  TUESDAY, 15 MAR 2016
... houses." The Legg Mason Brandywine Global Opportunistic Fixed Income trust is available on BT, AMP, IOOF, MLC, Navigator, netwealth, Linear, Power Wrap, and Macquarie wrap platforms, and the mFund Settlement Service.

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... management has increased and their separately managed accounts (SMAs) are now available on two major platforms (Macquarie and netwealth). The group's admin staff and investment team have grown bigger. For a boutique shop, Altair boasts 10 people in research ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions group IRESS are offering advisers 'straight-through ...

OneVue partners with Sentry Group for adviser platform

ALEX BURKE  |  FRIDAY, 26 FEB 2016
... be incorporated into Sentry's existing Compass platform suite, which also includes offerings from HUB24, Asgard and netwealth. As a result, Sentry's 250-plus advisers will get access to separately managed account solutions through the new service. Commenting ...

Folkestone A-REIT fund added to BT Wrap

MARK SMITH  |  MONDAY, 22 FEB 2016
... comes on the heels of the fund being upgraded to 4.25 Stars by SQM Research. It is also available on Macquarie Wrap, Netwealth, Powerwrap, Symetry and HUB24. The Folkestone Maxim A-REIT Securities Fund has performed strongly over both the short and long ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
... rather than later. "Procrastination is the greatest killer of value," said Bell. Matt Heine, joint managing director at netwealth, challenged the audience to rethink how they assess their clients' investment needs and preferences. "Is it time to ditch ...