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Showing 411 - 420 of 520 results for "NetWealth"

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 ...

Prime Value Opportunities Fund added to BT Wrap

MARK SMITH  |  THURSDAY, 24 JUL 2014
... allows us to fulfil the absolute return mandate of the fund." The Prime Value Opportunities Fund is also available on Netwealth, Hub24 and Powerwrap.

AllianceBernstein adds Global High Income Fund

HARRY PAGE  |  THURSDAY, 10 JUL 2014
The AllianceBernstein Global High Income Fund (GHI) has been added to the netwealth platform. GHI, which has 16 year track record in offshore markets, uses a global, multi-sector approach which aims to capitalise on investment opportunities, portfolio ...

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 ...