Search ResultsShowing 81 - 90 of 100+ results for "Netwealth"
Tech providers fall behind increased planner needs
JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... result the most widely used platforms, CFS FirstChoice and BT Wrap, are increasingly under threat from the new guard - Netwealth, BT Panorama and HUB24. "Netwealth, HUB24 and BT Panorama are among the most technologically advanced platforms in the market ...
Platform provider grows SMA menu
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management and Quilla Consulting, with plans to add further managers in ...
Aussie large cap funds underperforming: Research
KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... excess returns. The report also found large cap Aussie shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive solutions, but are limited ...
Netwealth celebrates managed accounts surge
JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A 350% increase in flows to its managed accounts offering has driven a record boost to Netwealth's overall funds under management and administration. The significant surge in its managed account service has contributed to an increase of annual flows ...
Greater adoption of tech in new world of advice
JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... more in advice and financial planning technologies over the next 12 months. That is a key finding of a new report from Netwealth, showing that 69% of advisers plan to spend more on operations processes and workflow technologies and 79% are also looking ...
Centrepoint to deliver efficiency via tech
JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... engagement with clients. SuiteBox allows advisers to be part of this evolution," Dunbar said. Suitebox also partnered with Netwealth's Pathway recently to provide the same solution to its adviser network.
Former AFA executive returns
JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
... officer in the role of general manager, policy and professionalism. Phil Anderson left the association in 2015 to join Netwealth where he worked as general manager, governance and advice until November 2016. Replacing Samantha Clarke who resigned last ...
Distribution reshapes globalisation: Capital Group
DARREN SNYDER  |  THURSDAY, 1 JUN 2017
... available in a unit trust structure and through the investment platforms such as BT, Macquarie, Colonial First State, MLC, Netwealth and HUB24.
Pathway offers virtual workspace for advisers
JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Netwealth's licensee services subsidiary Pathway has partnered to provide advisers with access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable ...
Netwealth adds multi-asset and equity solutions
JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
... Futuro Financial Services clients can now access a range of diversified portfolios from Joseph Palmer & Sons, with Netwealth securing another private label deal. The model portfolios were added to the Netwealth platform as part of a partnership with ...
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