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Showing 391 - 400 of 495 results for "netwealth"

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
Netwealth Advice Group is making key changes to its leadership after Pathaway Licensee Services general manager left to pursue another opportunity. Kate Humphries has been the general manager of netwealth-owned Pathway Licensee Services for two and ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014

PROFILE: netwealth head of advice Simon Micallef

LAURA MILLAN  |  WEDNESDAY, 21 MAY 2014
Business and soccer have been parallel careers for netwealth head of advice Simon Micallef, and he has been moving swimmingly from one to another. But despite his love of the worldA game, he admits to Laura Millan that Australia will get its financial ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 19 MAY 2014
... funds under the microscope. We also look at the 2014/15 budget means for the wealth management industry and profile netwealth head of advice Simon Micallef. We also speak to the Shadow Financial Services and Superannuation Minister Bernie Ripoll for ...

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
... funds, excluding money managed under SMSFs). However, recent developments suggest a seachange. Independent platform netwealth is making an aggressive push into the sector while two providers, OneVue and managedaccounts.com.au (previously IAS) are set ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
netwealth is developing a comprehensive managed account service with plans to launch it in the third quarter of this year. The service will sit as another investment option within netwealth's approved product list (APL) and it will be available through ...

netwealth appoints head of investment and research

LAURA MILLAN  |  TUESDAY, 29 APR 2014
netwealth has appointed Challenger national key account manager to the role of head of investment management and research The company made the announcement that Paul O'Connor would take up the position on May 19 during its yearly update yesterday. O'Connor ...

Compliance absorbs half of platforms' development budget

LAURA MILLAN  |  TUESDAY, 29 APR 2014
... adviser dashboard, customisable interface, easier client account establishment and a new direct equities capability. netwealth was second, followed by Asgard eWrap, MLC Wrap & Navigator and HUB24. The report also looked at platforms' response to FDS ...

netwealth improves tech features for advisers

LAURA MILLAN  |  TUESDAY, 25 MAR 2014
Netwealth has improved its technology offering to advisers with a new website design and mobile access to client reports. Advisers are now able to access client reports from a smart phone or a tablet device. Reports can be run for any period and include ...

Allan Gray Aussie fund listed on six platforms

LAURA MILLAN  |  MONDAY, 10 MAR 2014
... advisers through six wrap platforms. The fund was listed on Asgard, BT Wrap, Colonial First Wrap, Macquarie Wrap and netwealth. The Australia Opportunity Fund gives investors exposure to cash money market investments and to the Australian sharemarket. ...