The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 15 results for "Pathway Licensee Services"|
|... 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 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
The $67 billion super fund for the building and construction industries will launch new investment options as it remains focussed on growing to $150 billion.
PineBridge Investments appointed a head of wealth management for the Asia region in a newly created role.
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in.
Pendal Group has endured a disappointing quarter, with $5 billion in outflows from UK institutional clients.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|