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Showing 381 - 390 of 501 results for "NetWealth"

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 ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
... financial planners are expressing interest in moving away from the big vertically integrated dealer groups, according to netwealth Advice Group's head of advice Simon Micallef. "Since February the netwealth Advice Group has had increased activity in ...

RARE joins Calastone network

MARK SMITH  |  TUESDAY, 2 SEP 2014
... RARE joins a growing list of Australian financial institutions using the service. These include NAB Asset Servicing, netwealth, IML, EQT, Goldman Sachs, BT Financial Group, Hyperion, Fidelity, UBS, IOOF and, most recently, Dimensional Fund Advisors. ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
Financial planning group netwealth Advice has completed the stage one build of its overhaul of its technology program. Over the last nine months the group has been improving its Model Office program through its Pathway Licensee Services business. According ...

AIA Vitality available on platforms

STAFF WRITER  |  MONDAY, 25 AUG 2014
... The program can be purchased through Asgard, HUB24, LifeFocus, Personal Choice Private, PowerWrap, Portfolio Care and netwealth. It will also be available on the IOOF Pursuit platform later this year. AIA Vitality rewards members with points for displaying ...