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Showing 421 - 430 of 501 results for "NetWealth"

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 ...

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... months, the new lower-cost and flexible pricing models have been the most successful in driving planners' satisfaction. netwealth scored highest for planner satisfaction in this year's survey with Macquarie Wrap and CFS FirstChoice completing the top ...

netwealth expands its board of directors

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
Wealth manager netwealth Group has appointed a new board member in the shape of Kate Mulligan. Mulligan, who earlier this year founded King Irving Consulting Group, is the third non-executive director to join the netwealth board. Mulligan has served ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... found out that it costs an average planner $2,350 to provide full advice to clients and $1,100 to provide simple advice. netwealth managing director Michael Heine said advisers may be more useful to clients with less than a million dollars. "They are ...

HUB24 add AIA to platform

JAMES FERNYHOUGH  |  MONDAY, 24 JUN 2013
... policies," he said. AIA is currently in partnership with Asgard-administerd Personal Choice Private platform, and the netwealth Life WRAP facility. HUB24 acting chief executive Jason Entwistle said the addition of AIA to its list of products was in response ...