JANA expands key wealth offering with new agreement to deliver investment consulting to Wealthtrac

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JANA Investment Advisers (‘JANA’) and Wealthtrac, a leading Separately Managed Accounts (SMA) aggregator, have today announced a new agreement under which JANA will provide comprehensive investment consulting services to Wealthtrac.

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Simplicity Loans & Advisory continues team growth with new Associate Director of Sales

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Simplicity Loans & Advisory congratulates Isabella Constantinou on the six-month mark of her appointment to the position of Associate Director of the Sales team at the beginning of COVID-19. Ms

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Simplicity Loans & Advisory grows its team with new National Manager

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Simplicity Loans & Advisory has announced the appointment of Dino Pacella as National Manager, Partner Acquisition for Marketplace Finance. Mr Pacella will be responsible for raising the profile and awareness of

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Lending industry leaders launch digital solution to enable old world access to new world commercial finance sector

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Australia’s traditional mortgage brokers are among several professional commercial loan referrers set to benefit from the launch of a new digital solution aimed at providing quick, efficient and systematic access

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App, App and away as Wealthtrac launches second financial shareable App for Aussies on the go.

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Platform and wrap provider Wealthtrac yesterday launched a new shareable App for its popular wrap product that will enable Wealthtrac members to monitor their super on their phone or mobile device.

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SME Association of Australia undergoes board restructure

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In late February, SME Association of Australia (SMEAA) Founder and Executive Chairman Matthew Johnson announced his intention to step down as Executive Chairman of the SMEAA due to growing business

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Wealthtrac SMSF builds pace with launch of mobile app

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Cloud-based SMSF solution now offering market leading mobile technology Independent wealth product distributor Wealthtrac, has launched a mobile application that is designed to deliver news and information to anyone interested

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Wealthtrac launches outsourced back-office administration service

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Finance and investment administration provider Wealthtrac, has launched the next stage of its expanded services, which is moving the group towards becoming a full service distribution and administration service for independent

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Wealthtrac lowers fee cap and introduces more flexible structure

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Independent superannuation and investment platform provider Wealthtrac, has launched a renewed offering for advisers; lowering fees, introducing a market-first cap of $350k and allowing advisers greater control in setting their

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Wealthtrac signs SLA with OnePath

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Independent superannuation and investment platform provider, Wealthtrac today signed a six-year service level agreement with Oasis Asset Management, now part of ANZ’s OnePath.  Wealthtrac Managing Director and CEO, Matthew Johnson,

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