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Showing 1 - 10 of 15 results for "Netwealth Advice"

Advisers embrace technology, lack budget

KARREN VERGARA | WEDNESDAY, 15 SEP 2021

Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent ...

Netwealth launches mobile app

ANNABELLE DICKSON | THURSDAY, 22 JUL 2021

The platform launched a client portal app for financial adviser clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts ...

Netwealth rolls out Model Office improvements

STAFF WRITER | TUESDAY, 19 MAY 2015

The netwealth Advice Group has released its enhanced Model Office financial planning software which is designed to simplify the ease of use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN | FRIDAY, 6 FEB 2015

Netwealth Advice Group has appointed a general manager for its employed adviser business, Bridgeport Financial Planning. Cameron Cogle joins netwealth from ClearView, where he was general manager. "Cameron's experience in leading salaried financial ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH | FRIDAY, 5 SEP 2014

... planners are expressing interest in moving away from the big vertically integrated dealer groups, according to netwealth Advice Group's head of advice Simon Micallef. "Since February the netwealth Advice Group has had increased activity in both appointing ...

Netwealth overhauls adviser technology

ALICE URIBE | TUESDAY, 26 AUG 2014

Financial planning group netwealth Advice has completed the stage one build of its overhaul of its technology program. Over the last nine months the group has been improving its Model Office program through its Pathway Licensee Services business. According ...

Licensees must be more open to social media: AFA

ALICE URIBE | TUESDAY, 19 AUG 2014

... something," he said. "Soon social media is going to be a key thing when choosing licensee." Speaking on the same panel netwealth Advice Group head of advice Simon Micallef said that the company was ready to "evolve" and had planned to have an adviser ...

Netwealth unveils key changes to advice business

LAURA MILLAN | FRIDAY, 27 JUN 2014

Netwealth Advice Group is making key changes to its leadership after Pathaway Licensee Services general manager left to pursue another opportunity. Kate Humphries has been the general manager of netwealth-owned Pathway Licensee Services for two and ...

netwealth Advice names head of operations

JAMES FERNYHOUGH | TUESDAY, 29 OCT 2013

netwealth Advice Group has appointed a new head of operations in the shape of former licensee relationship manager at Premium Wealth Management, Roz Kaye. Kaye will oversee the operations of netwealth Advice Group and its three business lines, Pathway ...

Grandfathering pushes self-licensing

LAURA MILLAN | THURSDAY, 17 OCT 2013

... their dealer group. "Lots of licensees have restrictions in place that might not suit an adviser's philosophy," netwealth Advice Group head of Advice Simon Micallef said. "As a consequence of that and because the difficulties around grandfathering, I ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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