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Showing 401 - 410 of 517 results for "netwealth"

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 ...

Dimensional latest to join Calastone network

MARK SMITH  |  THURSDAY, 21 AUG 2014
... Dimensional 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, and IOOF. The announcement comes as the Murray ...

Licensees must be more open to social media: AFA

ALICE URIBE  |  TUESDAY, 19 AUG 2014
... something," he said. "Soon social media is going to be a key thing when choosing licensee." Speaking on the same panel netwealth Advice Group head of advice Simon Micallef said that the company was ready to "evolve" and had planned to have an adviser ...

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... platforms, followed by North and Asgard Infinity eWRAP, both of which continue to grow their share of primary relationships. netwealth has the highest satisfaction amongst its users, while MLC MasterKey registered the largest rise in satisfaction

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
... information about their clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said. "Throughout the fact finding process we collect more information than any other industry ...