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Showing 91 - 100 of 340 results for BT WEALTH CONNECT

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
Defined as the top 10% of investors by wealth and trading volume, high value investors (HVIs) have shifted their appetites when it comes to financial risk, according to the ASX Australian Investor Study 2023. While the report noted an even distribution ...

Willis Towers Watson names global investments lead

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2023
... leader, and northeast region leader. Most recently, Luke served as growth acceleration leader for the company's Health, Wealth & Career business. In her new role, she will be responsible for driving the growth strategy of the Investments business globally. ...

MAX Awards recognises best of the best

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... Standard's Marketing, Advertising and Sales Excellence (MAX) Awards honoured the most influential professionals in the wealth management industry last night. The MAX Awards hosted about 350 people at the glittering Crown and recognised individuals ...

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
... chief executive Garry Crole. "In our opinion, the best investment anyone can make is to appoint a financial planner or wealth coach." Established in 2014, PFAN works with the Multiple Sclerosis network throughout Australia, connecting individuals through ...

Insignia bolsters executive leadership team

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... Mark's additional responsibilities we now have greater clarity and connection with the trustees, and in addition, Anne's wealth of experience and expertise provides a strong voice from the trustees into the organisation, focusing on the delivery of quality ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Nearly two out of three clients who will inherit family wealth tend to stick with their parent's financial adviser, a new study reveals. Nuveen's inaugural Wealth inheritor research study, which canvassed about 500 investors from the US, found ...

Iress outlines product-led growth strategy

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... Harris will be chief executive of Managed Portfolio, and former Mine Super chief executive Harry Mitchell will head the Wealth Management division. In addition to these changes, Iress appointed Ana Smith as chief transformation officer, former Credit ...