Search ResultsShowing 51 - 60 of 100+ results for "NetWealth"
Lonsec names group chief executive
KARREN VERGARA  |  MONDAY, 16 APR 2018
... Lloyds, Bankers Trust and Worldgroup. Haynes co-founded Paragem in 2005 and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer Services to Pathway Licensee Services as of March 2012. Netwealth ...
Netwealth sells Pathway
JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
Netwealth has offloaded its Pathway subsidiary to a large financial services technology provider. Pathway Licensee Services was acquired by IRESS for an undisclosed amount on 1 April. The platform provider confirmed the sale in a quarterly update to ...
Evans & Partners vet launches new boutique, appoints distribution head
ALEX BURKE  |  THURSDAY, 12 APR 2018
... sales manager for New South Wales, Queensland and the ACT. Before that, Ordon was national account sales manager at netwealth and national high-net-worth manager at Credit Suisse. Arnold launched Aoris after his departure from Evans & Partners following ...
CFSGAM model portfolios added to FirstWrap
JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... from Investment Trends saw FirstWrap rank fourth for overall platform functionality, as rated by financial advisers. Netwealth, HUB24, OneVue, FirstWrap and Asgard eWrap comprised the top five.
What will estate planning look like in 2020?
DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ...
Less than half of all super funds are gaining new members
ALEX DUNNIN  |  THURSDAY, 29 MAR 2018
... Trust, DIY Master Plan, Encircle Superannuation Fund, CBA Essential Super, HUB24 Super Fund, ISARF Superannuation Fund, Netwealth Superannuation Master Fund and ClearView Retirement Plan. Five of these funds operate under the Diversa Trustees RSE with ...
Powerwrap adds top industry names
JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
A reinvigorated Powerwrap is bolstering its leadership team with the addition of former Netwealth, HUB24 and Morgan Stanley executives. Former Netwealth chief operating and financial officer Bruce MacDougall has joined Powerwrap as its new chief financial ...
Client longevity the largest advice disruptor
DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... role of providing financial security for clients. The US-based Noonan will be in Sydney on Thursday to present at a Netwealth CPD event which aims to discuss the broad theme of financial planning beyond 2020. Also presenting will be Netwealth head of ...
Netwealth partners for engagement
JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...
Reinvigorated OneVue inches up platform rankings
JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... management tools, CFS FirstWrap dropped to fourth place, while Macquarie Wrap dropped out of the top five this year. Netwealth retained the top spot, though Investment Trends said it was by a narrow lead as second-placed HUB24 continues to gain pace. ...
Link to something iEHmDwH6