Search Results | Showing 401 - 410 of 517 results for "netwealth" |
| | | ... 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 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 ... |
| | | | ... 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 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. ... |
| | | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 |
| | | | ... 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 ... |
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