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Showing 361 - 370 of 519 results for "Netwealth"

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 ...

Financial Synergy makes big play in big data

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
... in funds under administration. Financial Synergy's client base includes Pillar, ING DIRECT, Telstra Super, UniSuper, netwealth investments, QSuper, Clearview, Maritime Super and Tasplan.

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which ...

JPMorgan Global Strategic Bond Fund added to more platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
Unconstrained fixed income solution, the JPMorgan Global Strategic Bond Fund, has been added to the AMP and netwealth platforms. The fund was added to the BT, Asgard, IOOF, Colonial, Macquarie and ANZ wrap platforms earlier in the year. "We've had significant ...

King Irving Funds Management launches

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
... Funds Management managing director (also managing director of King Irving Consulting Group and non-executive director at netwealth) Kate Mulligan. She added, "We are pleased to announce the appointment of the SURA Asset Management Group as manager of ...

SelectingSuper awards super fund of the year

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... Workplace Super Product; Mercer Super Trust for Premium Workplace Super Product; and Equip Personal, HOSTPLUS Personal and netwealth Super Accelerator Personal Super for the Value, Deluxe and Premium Personal Super Products of the Year respectively. ...

SelectingSuper Awards recognise super leaders

ALEX BURKE  |  MONDAY, 16 NOV 2015
... First State Super, GESB, Heffron SMSF Solutions, HESTA, HOSTPLUS, ING DIRECT, Intrust, IOOF, legalsuper, Lutheran Super, netwealth, OneAnswer Frontier, REST, Russell IQ Super, QSuper, Statewide, Suncorp, Super IQ, Super SA - Triple S Scheme, Superfund ...

Lonsec rates several funds

DARREN SNYDER  |  WEDNESDAY, 28 OCT 2015
... the Partners Group Global Value Fund has also retained its "highly recommended" Lonsec rating after being added to the netwealth platform. Martin Scott, a managing director in Partners Group's Sydney office, said the fund gives investors access to international ...

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
The Association of Financial Advisers has appointed a new member services manager. Roz Kaye joins the AFA from netwealth, where she was head of operations. She has also held roles at Premium Wealth Management, Australian Wealth Management, Bridges Financial ...