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Showing 371 - 380 of 495 results for "netwealth"

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
... growth in their [funds under management]." Bellmont intends to add its SMA portfolios to other platforms, including netwealth, over time. "We're looking to roll out these SMA offerings across different platform providers, albeit slowly," director Peter ...

Investment Trends releases 2014 platform report

ALEX BURKE  |  MONDAY, 19 JAN 2015
... functionality and client access. In this regard, Colonial First State FirstWrap has taken the lead, followed closely by netwealth, HUB24, Asgard eWrap and MLC Wrap & Navigator. "Planners are expressing greater freedom of platform choice in 2014 and switching ...

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
Netwealth Group has appointed a joint managing director that will share responsibilities with managing director Michael Heine. Matt Heine was previously executive director and has now been appointed joint managing director, with responsibilities over ...

Netwealth rebates nearly $4m in fees

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
Privately owned platform provider, netwealth, has paid out $3.8 million in fee rebates over the past three years to investors and super fund members. The figure includes $2.1 million paid out by the company in the last 12 months and netwealth expects ...

netwealth dealer group expands to Canberra

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Netwealth-owned financial planning business Bridgeport Financial Services has acquired a financial planning practice in Canberra and has expanded its presence across four states. Empire Financial Planning has funds under advice of approximately $100 ...

Voting opens on the SelectingSuper popular awards

STAFF WRITER  |  TUESDAY, 21 OCT 2014
... and market presence. SMSF administrator of the year finalists include SuperIQ, Heffron SMSF Solutions, Multiport and netwealth. The SelectingSuper Consumer Choice award was first held last year in 2013 and was won by UniSuper. It is a vote where fund ...

SelectingSuper fund award finalists announced

STAFF WRITER  |  MONDAY, 20 OCT 2014
... Super, Heffron SMSF Solutions, HESTA Super Fund, HOSTPLUS, Intrust Super,IOOF, legalsuper, LG Super (QLD), MultiPort, netwealth, NGS Super, OneAnswer Frontier, Perpetual Wealth Focus, Retirement Benefits Fund (Tas), REST, Russell SuperSolutions, Sunsuper ...

Netwealth grows distribution team with new hires

LAURA MILLAN  |  WEDNESDAY, 17 SEP 2014
Record flows from independent financial advice firms have driven growth in netwealth's distribution team, which has recently added five senior positions. Paul Yates and Carine Grassy will be based in Sydney and servicing New South Wales and the Australian ...

Volatility fund gets first ratings, platform listings

LAURA MILLAN  |  FRIDAY, 12 SEP 2014
... received a "Recommended" rating by Lonsec and is waiting on a rating from Zenith. The fund has also been added to the netwealth and Ausmaq investment platforms and is in the final stages of the process to be included in two major platforms. Ho revealed ...

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
Netwealth has fully integrated the SMART portfolio management tool into its platform to improve user experience and client access to information. SMART was previously outsourced, and is a real time modelling and rebalancing system which provides advisers ...