Search ResultsShowing 31 - 40 of 100+ results for "Netwealth"
Robo-advice register launches
KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... services. This includes fintechs such as AtlasTrend, Aleda Capital, brightday, BRICKX, Care360, cashwerkz, LifeSherpa, netwealth and Six Park. Adviser Ratings chief executive, wealth Mark Hoven said the register of 36 robo-advisers was launched to provide ...
Netwealth releases adviser toolkit
KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Netwealth has launched a free open-source toolkit that wealth management businesses can leverage for innovation workshops in their offices. The first release focuses on customer experience and journey. The netwealth customer Journey Map workshop puts ...
Netwealth hires from BTFG
KANIKA SOOD  |  FRIDAY, 21 SEP 2018
Netwealth has hired a senior distribution executive from BT Financial Group. Sid Cavallaro was BT's state manager for platforms for New South Wales and was at BT for eight years. He will now work on Netwealth's senior distribution team and be responsible ...
Netwealth doubles market share
DARREN SNYDER  |  MONDAY, 3 SEP 2018
Nearing 12 months since listing on the Australian Securities Exchange, platform provider Netwealth progressed to reporting season with 35.9% income growth and a statutory net profit after tax of $20.8 million. Netwealth's platform revenue for FY18 was ...
Praemium taps Netwealth analyst for head governance role
HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
A senior Netwealth investment research analyst is moving to Praemium. Damian Cilmi joins the managed accounts provider as its new head of investment managers and governance, starting his tenure on Monday, September 3. With the Praemium SMA already holding ...
Industry funds grows governance, risk teams
JAMIE WILLIAMSON  |  MONDAY, 20 AUG 2018
... worked on projects for HESTA and Colonial First State, while Ooi was most recently working in transformational change at Netwealth. Equip chief executive Nicholas Vamvakas said the new appointments will support the significant scale it has added since ...
Last chance to participate in the annual FS Managed Accounts Survey
MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth and Praemium have all announced substantial managed accounts uptake in recent months In its latest quarterly update, managed ...
HUB24 introduces low-cost product
KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... rated HUB24 as one of the top five administration platforms in terms of investment functionality. The list included Netwealth, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took out ...
Financial services executives in the money
JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
Following a highly successful IPO and 41% increase in funds under administration, the last 12 months has seen Netwealth's Michael and Matt Heine named among Australia's richest executives. Netwealth joint managing directors Michael and Matt Heine have ...
Advisers name top platform provider
KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. ...
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