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Showing 411 - 420 of 495 results for "netwealth"

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
... leave their dealer group. "Lots of licensees have restrictions in place that might not suit an adviser's philosophy," netwealth Advice Group head of Advice Simon Micallef said. "As a consequence of that and because the difficulties around grandfathering ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
State Street Global Advisors' (SSgA) Retirement Lifestyle Solution funds will soon be available on the netwealth investment platform. SSGA said the netwealth launch is the first step in making the strategies available to financial advisers and direct ...

AQR managed futures funds receives recommended ratings

STAFF REPORTER  |  THURSDAY, 10 OCT 2013
... approach, both at the asset class level and across time horizons. The fund is currently available via the BT, Macquarie and netwealth platforms, with other platforms in the pipeline for 2013, including separately managed accounts (SMAs). The Fund also ...

Zurich adds income replacement product, increases platform presence

ALICE URIBE  |  MONDAY, 30 SEP 2013
... superannuation income replacement product. Further cementing its presence on platforms the product will be available on netwealth and RetireRight. Zurich is also in discussions with Hub24 regarding its Wealth Protection range featuring on this platform. ...

ASIC accepts EU from two advice firms

LAURA MILLAN  |  TUESDAY, 24 SEP 2013
... representative and director of Lotus Securities Limited, submitted approximately 10 to 15 change of adviser forms to netwealth Investments Limited. The clients did not consent to the transfer, which effectively moved them from WealthSure to Lotus Securities. ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
Netwealth advice business is undergoing a major restructure that will pave the way for a "strong and sustained" growth over the next year, netwealth Advice Group head of Advice Simon Micallef said. The group currently has a total of 60 advisers across ...

Netwealth nabs AMP exec

JAMES FERNYHOUGH  |  WEDNESDAY, 4 SEP 2013
Netwealth has appointed John Boston to the role of national advice manager of the Financial Planning Services Australia (FPSA), part of the netwealth Advice Group. In addition to his role at FPSA, Boston will hold an executive role at netwealth Advice ...

Implemented Portfolios launches 'unique' super IMA

JAMES FERNYHOUGH  |  TUESDAY, 30 JUL 2013

Zurich makes platform debut, mulls providers

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... told Financial Standard that the company is looking at other platform providers after announcing a partnership with netwealth. "While Netwealth is the first partnership that we've announced, there are other platform providers that we are working with ...

Zurich enters netwealth platform

LAURA MILLAN  |  TUESDAY, 16 JUL 2013
Platform provider netwealth has added Zurich's insurance options to its LifeWrap facility in a partnership that will be effective on October 2013. "The addition and integration of Zurich life products into our super and investment suite provides our ...