Netwealth selects Morningstar to provide software tools
Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms.
Under the agreement, advisers will have access to Morningstar's proprietary FundScreener tool and fund profiles through the Netwealth website.
Selected advisers will also be able to use the Adviser Research Centre, a web-based solution aimed specifically at dealer groups and advisers.
"Following an industry-wide tender, we found the coverage and quality of Morningstar's research to be first-class, and the technology underpinning the delivery excellent," Netwealth executive director Matt Heine said.
Recommended for you
Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall.
Former Sydney financial adviser, David Valvo, has pled guilty in court to a charge of dishonest conduct.
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive.
AMP has reported its Q3 results and provided a progress update on the divestment of its advice division to Entireti.