Adviser Ratings in data deal with Netwealth

Adviser-Ratings/netwealth/partnership/mark-hoven/financial-planning/

17 December 2018
| By Mike |
image
image image
expand image

Adviser Ratings have entered into a commercial relationship with platform provider, Netwealth, which the two companies say will involve the provision of data insights on the wealth management industry.

The arrangement was confirmed by Adviser Ratings chief executive, Mark Hoven who acknowledged that while the company was better-known for its work in the consumer marketplace, it was now seeking to build into the adviser/licensee space.

Netwealth managing director, Matt Heine said the company believed Adviser Ratings could provide insights to help his firm better understand its customers and their needs.

“This has become even more critical as advisers are rapidly moving to new licensees and demanding more from their service providers, and we must be responsive to that,” he said.

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
3