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

Search Results

Showing 21 - 25 of 25 results for "Wealthtrac"

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
Platform provider Wealthtrac has launched a new share trading facility that allows advisers to choose from six panel brokers, including JB Were, Morgan Stanley and RBS Morgans. Matthew Johnson, chief executive and managing director of Wealthtrac, said ...

K2 to tread lightly in 2008

RUTH LIEW  |  FRIDAY, 18 JAN 2008
... approximately $740 million under management, and its Select International Fund was also recently included on the Asgard and Wealthtrac platforms.

Wealthtrac appoints Head of Distribution

Midsize platform group Wealthtrac has appointed Mathew Johnson as the new Head of Distribution to lead their penetration push into advisory groups looking for an independent platform. Wealthtrac is national dealer co-operative with over $300 million ...

Oasis enters big league with $3 billion

... adviser relationships through groups such as Strategy Portfolio, Matrix, Mentor, Ventura, Infocus, Avenue, Dominion, Wealthtrac and Mariner have enabled it to quickly gain momentum. Oasis claims its rapid success is due to its ability to tailor platform ...

Wealthtrac signs up Lincoln Indicators

Wealthtrac have snared another client with Lincoln Indicators choosing the platform to distribute their Lincoln Indicators Australian Share Fund. "Wealthtrac provides us with the opportunity to reach a wider retail market, as well as offering additional ...
PAGE:
3