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Matching the right platform with your client base

With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and which would be right for your clients. ....

Anthony Wamsteker , Recep Peker , Wealth Exchange , Wealth Accelerator , Brett Marsh ,

Netwealth gears up to relaunch Core, market share expands

Netwealth will relaunch its Core offering in September, aiming to grow its footprint in the mass affluent and emerging affluent segments, driving new revenues and boosting net inflows. ....

Matt Heine , Wealth Accelerator Multi Asset Portfolio Service , Wealth Accelerator , Financial Standard ,

Netwealth relaunches Wealth Accelerator

The revamped platform offers a range of new services, including the ability to manage off-platform assets and custodial assets through the one account. ....

Matt Heine , Multi Asset Portfolio Service , Wealth Accelerator Multi Asset Portfolio Service , Wealth Accelerator ,

Investival 2023: The ultimate investment conference to be held from 28th April

New Delhi [India], April 11 (ANI/SRV): Traders Gurukul, founded in 2020, is dedicated to transforming the financial market landscape through its creative educational conferences and events for the retail traders community ....

New Delhi , Gaurav Chopra , Sandeep Gupta , Ashok Devanampriya , Vivek Mashrani , Sonam Srivastava , Investors Premier League , Traders Gurukul , Money Control Pro , Professional Investors , India Mentors , Wealth Accelerator , Master Portfolio Manager , Diamond Master Portfolio , Premier League , Ews India ,