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Search ResultsShowing 31 - 40 of 100+ results for "Netwealth"
Netwealth distribution lead exits
JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2019
The head of distribution at Netwealth has left the company. The ASX-listed superannuation and investment solution provider has confirmed the departure of Nick Mitchell. A Netwealth spokesperson confirmed Mitchell's resignation, citing personal reasons. ...
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... seeing growth among planners, with 9% of planners allocating client inflows to industry fund platforms so far this year. Netwealth is still the highest rated platform, with 55% of planners primarily using the platform listing their satisfaction as very ...
Hard times ahead for platforms
KANIKA SOOD  |  THURSDAY, 23 MAY 2019
... cost data to assess cost-out prospects. It downgraded IOOF (IFL) to sell to account for earnings pressure. AMP and Netwealth were unchanged at neutral and sell respectively. "Although platforms are only one component of the wealth management value chain ...
Multi-asset SMA launches
KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... Resonant Asset Management, has made the SMA available to financial advisers and dealer groups via its partnership with Netwealth. The multi-asset SMA has direct shares capabilities, investing in both global and Aussie equities. Resonant was founded in ...
OneVue, Mainstream automate cross-platform transfers
HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
... through automation. Mainstream's Australian chief Andy Harrison noted immediate benefits had been noticed by clients. Netwealth has used the solution since its roll out, and the platform's head of custody Paul Hagger said the ability to transfer holdings ...
Netwealth opens new office, grows team
ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
Netwealth is opening a new office and expanding its national distribution team with the addition of a former BT Financial Group senior sales manager. The new office will be in Adelaide and manned by Andrew Dwyer, its newly-appointed senior distribution ...
Colonial First State makes major fee cuts
KANIKA SOOD  |  THURSDAY, 18 APR 2019
... held steady over last year. However, the new money entering the sector has been going to non-aligned players such as Netwealth and HUB24, and to Macquarie. HUB24 outstripped CFS in capturing net fund flows in September quarter. Read more about how CFS ...
J.P. Morgan still the top custodian
KANIKA SOOD  |  FRIDAY, 12 APR 2019
... and Treasury Services ($106 billion), Bond Street ($98 billion), Ausmaq ($53 billion), BNY Mellon ($24 billion) and Netwealth ($19 billion). Custodians usually charge fees as a combination of total assets under custody and per transaction, with the exact ...
Praemium loses major client
KARREN VERGARA  |  MONDAY, 8 APR 2019
... made $4 million in revenue for Praemium during the 2018 calendar year. It will transition to new platform provider Netwealth from July 2019. While "it is disappointing to have a valued client choose to go in a different direction," several new agreements ...
Powerwrap makes a move on IPO
KANIKA SOOD  |  FRIDAY, 5 APR 2019
... it over selling the company to prospective suitors. In listing on the ASX, it joins fellow platform providers HUB24, Netwealth, Praemium and Managed Accounts Holdings. Bell Potter and Bailleau are the advisors on Powerwrap's IPO and Deloitte is the ...
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