NETWEALTH
Funds management
Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....
People & Products
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...
People & Products
Netwealth has launched a free, open-source innovation toolkit for wealth management businesses. ...
Funds management
Insight Investment’s Diversified Inflation Plus Fund has been added to the Netwealth platform....
People & Products
Netwealth has appointed Sid Cavallaro to its senior distribution team in Sydney, where he will be responsible for adviser and dealer group relationships....
Funds management
Daintree Capital Core Income Trust has been added to Mason Stevens, HUB24 and Netwealth platforms....
People & Products
Netwealth has launched a new adviser and client portal to enhance the user experience, making the platform easier to navigate for advisers using large monitors. ...
Funds management
The Platypus Asset Management’s Systematic Growth Fund has been added to Netwealth’s super and wealth accelerator plus platforms....
People & Products
Two long-only Cooper Investors global funds have been added to the Netwealth and FirstWrap platforms. ...
Financial planning
The platform provider’s funds under administration has reached $17.96 billion in total following a $1.95 billion boost in the fourth quarter....
Financial planning
Netwealth, AdviserNETgain and Lonsec have stood out as category winners in Adviser Ratings’ 2018 Financial Advice Landscape Report, although financial advisers are highly...
Funds management
ARCO Investment Management’s Absolute Return Fund has been added to both the Netwealth and HUB24 investment platforms....
Financial planning
The second Netwealth AdviceTech research report has shown that technology adoption and implementation among advice practices is cause for concern....
Funds management
The platform provider said it was pleased with the strong rise in funds under administration in the quarter given a seasonally slow January....
Funds management
Centuria Diversified Property Fund has been added to the investment menus for HUB24, Netwealth, FUND.eXchange, Powerwrap, Colonial First State FirstWrap and Macquarie Wra...
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Podcast
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...