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Showing 391 - 400 of 519 results for "netwealth"

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
Netwealth Advice Group has appointed a general manager for its employed adviser business, Bridgeport Financial Planning. Cameron Cogle joins netwealth from ClearView, where he was general manager. "Cameron's experience in leading salaried financial ...

90 West Global Natural Resources awarded two ratings

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
... less than 10% to 31 December 2014. The fund is available to retail investors on the BT Wrap, Macquarie Wrap, Asgard and netwealth platforms as well as on the Australian Securities Exchange mFunds.

Boutique corporate super realigns following MySuper

ALEX DUNNIN  |  THURSDAY, 29 JAN 2015
... superannuation in favour of more choice-oriented sectors better suited to high touch advice. Rainmaker said these groups include netwealth that in the past year launched major initiatives into Managed Accounts while redesigning and streamlining many ...

Smarter Money Investments added to BT Wrap

STAFF WRITER  |  WEDNESDAY, 28 JAN 2015
... 0.65% per annum with a Sharpe Ratio of 4.3. SMI's active cash strategy is also available on Macquarie Wrap, Onevue, Netwealth, Hub24, ASX mFunds and Powerwrap.

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 ...