Lonsec Managed Accounts now available on Netwealth

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Lonsec has seen significant growth in its Managed Accounts offering over the last 12 months, as financial advisers increasingly seek an efficient way to implement professionally managed portfolios. This growth is set to be given a further boost with Lonsec’s Managed Account solutions to be made available via the Netwealth platform. As managed accounts gain […]

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Franklin Templeton Global Equity Strategy added to Netwealth

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Industry-leading investment and superannuation platform provider Netwealth (ASX: NWL) has added the Franklin Concentrated Global Equity Ex-Australia portfolio, a Separately Managed Account (SMA), to its Managed Account Service. Under the arrangement, Franklin Templeton will select a concentrated portfolio of typically around 20 international stocks, and investors can own the underlying stocks in the strategy by investing […]

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Zurich adviser ‘think tank’ says financial coaching is the way of the future

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Financial advisers have an opportunity to elevate their services into that of ‘financial coach,’ making themselves as relevant to their clients as other lifestyle professionals, according to a new whitepaper by Zurich Life & Investments. BusinessFIT: Navigating toward the advice practice of tomorrow, launched yesterday, is based on findings of a workshop which included some […]

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Netwealth tackles financial literacy with new technology partner

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Key points: Netwealth in partnership with a NZ tech company, is bringing a financial literacy program to Australia targeting 15,000 kids nationally over the next 12 months. Known as Banqer, the program aligns with Netwealth’s desire to inspire Australians to see wealth differently and to discover a brighter future. Banqer is a virtual classroom economy […]

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AIA Vitality debuts on adviser platforms

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AIA Vitality now available with Priority Protection for Platform Investors (PPPI) policies AIA Australia’s expansion of its Priority Protection insurance range on investment platforms continues, with AIA Vitality available for purchase on PPPI policies from yesterday. Investors looking to secure life insurance cover will now be able to purchase AIA Vitality on platforms that include […]

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Implemented Portfolios launch tailored superannuation service with netwealth

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Implemented Portfolios has today announced the launch of their IMA superannuation service in partnership with specialist platform provider, netwealth. Under the new arrangement Implemented Portfolios will be offering a range of professionally managed portfolios, which utilise their trademark Dynamic Asset Allocation (“DAA”) approach, via their IMA service on netwealth’s Super Accelerator. Santi Burridge, Managing Director […]

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