Research forum explores the changing demands of advice firms
At the recent Research Forum held in Sydney on 1st December, senior research executives and professionals from dealer groups, independent research firms and asset consultants gathered to discuss challenges facing the industry and how others were taking advantage of the emerging opportunities.
Netwealth partners with Cardena Private Wealth to offer new Private Label Managed Account
Source: Professional Planner
Cardena Private Wealth Director, Jonathan Kilborn said, ‘We have spent the last couple of years reviewing the market and evaluating the various managed account options available. We are really pleased with the solution we have designed in conjunction with consultants Intama Pty Ltd and which Netwealth has been instrumental in developing.”