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Showing 381 - 390 of 519 results for "netwealth"

JPM appoints sales exec from netwealth

LAURA MILLAN  |  WEDNESDAY, 29 JUL 2015
J.P. Morgan Asset Management has appointed a netwealth regional manager to the role of key account manager for the northern region. Alexander Ordon joins J.P. Morgan from netwealth Investments, where he was regional manager for New South Wales, the ...

SPECIAL REPORT: Let's talk about managed accounts

... learn about products or services outside their Approved Product List (APL). Read the special report. Brought to you by netwealth.

Macquarie wrap adds AB fund

DARREN SNYDER  |  TUESDAY, 14 JUL 2015
... investment products with more certainty while still participating in growth. The fund, which most recently joined the netwealth platform, aims to reduce volatility by identifying and investing in high-quality listed equity securities which have reasonable ...

AB managed equities fund joins netwealth

DARREN SNYDER  |  THURSDAY, 28 MAY 2015
... of Alliance Bernstein's (AB) funds offering potential for wealth protection during downside markets was added to the netwealth investment platform. The AB Managed Volatility Equities Fund joined netwealth and it becomes the latest activity for AB in ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
The netwealth Advice Group has released its enhanced Model Office financial planning software which is designed to simplify the ease of use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of ...

Morphic added to Macquarie platforms

STAFF WRITER  |  FRIDAY, 15 MAY 2015
... Wrap Super and Pension Platform. The MGOF was already available on the Macquarie Wrap Investment service, BT wrap and Netwealth, and the fund manager said it expects to join the other wrap platforms as demand from investors builds. "We are particularly ...

XTB launch opens corporate bonds to retail

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
... trade online direct. XTBs are already available on 16 leading investment platforms including CFS First Wrap, Hub 24 and Netwealth and approved for distribution by more than 25 dealer groups including Bell Potter Securities. Each XTB offers investors ...

Assets under custody surpass $2.5tr

LAURA MILLAN  |  THURSDAY, 23 APR 2015
... Northern Trust experienced the highest growth in assets for the six months to December 2014 (18.5%) and was followed by netwealth (16.0%), HSBC Bank (7.9%) and RBC Investor Services, all of whom have less than $200 billion under custody.

Netwealth launches multi asset MDA

LAURA MILLAN  |  TUESDAY, 14 APR 2015
Netwealth has launched a managed discretionary account (MDA) that provides investors and advisers with access to a range of multi-asset investment models. Assets held in the selected models are reviewed and rebalanced automatically and according to ...

Netwealth launches global stocks trading service

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
Netwealth and Citi have partnered to launch an international securities trading service that allows advisers to trade global stocks on behalf of their investment and superannuation clients. The Global Market Access service allows advisers to place trades ...