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NETWEALTH
Funds management
Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....
Financial planning
Adviser Ratings has entered into a commercial arrangement with platform provider Netwealth to provide data and insights on adviser intentions....
People & Products
Netwealth and MLC Wealth subsidiary, Godfrey Pembroke Limited, have announced a new partnership....
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....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...