Bringing you live news and features since 2006 

National Planning Holdings launches WealthOne advisory platform


National Planning Holdings, a US-based broker-dealer network, has launched WealthOne, a Web-based advisory platform that offers a range of investment strategies and products from money managers.

Available to all NPH-affiliated advisers, WealthOne features three distinct solutions for managing client assets, all on one consolidated platform.

"With WealthOne, NPH is capturing the industry trend toward fee-based business and establishing the network as a premier partner for advisors who are adopting an advisory model," says Jim Livingston, president and chief executive of National Planning Holdings. "We expect the platform to be an important recruiting tool for NPH, given the quality of the strategists available and the consolidated nature of the platform. WealthOne is a prime example of NPH’s continued commitment to helping advisors service clients effectively while maximising the efficiency of their practices."

The first component of the WealthOne suite, Strategist Solutions, gives financial professionals access to strategic and tactical investment approaches from asset managers. NPH has contracted with Vanguard, JP Morgan, UBS, Standard & Poor’s, Russell Investments, Lazard, Avatar Associates and Loring Ward.

"We are very pleased to participate in NPH’s WealthOne Advisory platform," says David Pologe, executive director and national sales manager, financial institutions group, UBS Global Asset Management. "We believe one of the programme’s major benefits is that it provides financial advisors with an efficient way to access our asset allocation advice. Also, it gives advisors the ability to mix and match our expertise with that of other asset managers. This benefits us, as well as advisers and their clients. And, quite frankly, the technology is very impressive."

WealthOne also features NPH’s new Advisory Portal, which enables advisers to access the platform directly from their broker-dealer’s website. Advisers can view client information, create and update proposals, build and manage models, research strategists, and access reference materials and industry commentaries. Advisers also have the ability to customise the online client access site and client reports with their own branding.

WealthOne’s Custom Style Portfolio Solutions are actively managed separate accounts from Curian Capital that offer a high level of customisation, including the ability to select among a wide range of investment approaches and asset classes. Clients may also implement socially responsible investing strategies by excluding up to 14 social sectors or an unlimited number of individual securities from their portfolios. Additionally, investors can minimise tax implications through a tax harvesting feature and eight different tax-lot strategies.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by