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Showing 1 - 10 of 15 results for "Pathway Licensee Services"

Lonsec names group chief executive

KARREN VERGARA  |  MONDAY, 16 APR 2018
... 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 joint managing director Michael Heine said at the time: "The name change is an important ...

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 ...

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... enhance the working relationship. Netwealth flagged in September 2017 it would divest Bridgeport and Pathway Licensee Services to focus on its platform and managed account solutions. Netwealth joint managing director Michael Heine said: "While we want ...

Netwealth sells Bridgeport, Pathway

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
... group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee Services are well progressed though not yet finalised. Netwealth said the move follows a strategic review of the broader business and ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... progressively rolled out this month to advisers accessing dealer services from netwealth subsidiary Pathway Licensee Services. The announcement came after a new Investment Trends adviser survey found that netwealth bested its platform rivals in terms ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... The advancements being made in our technology are taking financial planning software to a new level." Pathway Licensee Services, one of netwealth Advice's businesses, is in full swing deploying the program due to the large amount of presales over the ...

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... responsibilities over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs said that the appointment "is an important step in ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... program. Over the last nine months the group has been improving its Model Office program through its Pathway Licensee Services business. According to head of netwealth Advice Group Simon Micallef, all of the financial planning adviser tools have been ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... manager left to pursue another opportunity. Kate Humphries has been the general manager of netwealth-owned Pathway Licensee Services for two and a half years, and she left the business to pursue another opportunity. The group has appointed Financial ...

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... Management, Roz Kaye. Kaye will oversee the operations of netwealth Advice Group and its three business lines, Pathway Licensee Services, Financial Planning Services Australia and Bridgeport Financial Planning. Head of netwealth Advice Group Simon Micallef ...
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