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Showing 101 - 110 of 340 results for BT WEALTH CONNECT

Citi awarded custody mandate by Mason Stevens

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... advice need in Australia, exploring data and AI opportunities, and further expanding Iress' connectivity capabilities in wealth and trading, such as Xplan. As such, Iress is introducing four key business lines, each with end-to-end accountability ...

Spark Financial Group launches digital investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... "Launching our digital investing solution today is a logical step in empowering consumers to engage with investing and building wealth in an accessible fashion and for Spark to reach an even greater number of people seeking cost-effective solutions," ...

AustralianSuper invests in build-to-rent-to-own affordable housing

ANDREW MCKEAN  |  TUESDAY, 7 MAR 2023
... life. However, as AustralianSuper chief executive Paul Schroder acknowledged at the Australian Financial Review Super and Wealth Summit, investing in affordable housing isn't easy. "Does it [affordable housing] normally stack up? No, it doesn't. ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... and identity. Focus has bought up several advice businesses in Australia in recent years, namely Escala Partners, MISSO Wealth Management and MEDIQ Financial Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... Meanwhile, on financial satisfaction, 35% of advised people said they are completely or very satisfied with their level of wealth, while 54% said they are somewhat satisfied. For the unadvised, just 19% are completely or very satisfied and 82% are somewhat ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module. The partnership enables Lumiant to access real-time data from financial institutions. The open banking connections ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... US in May and currently serves about 4000 families globally. It also recently received $3 million in funding from Savant Wealth Management. Savant has $13.5 billion in assets under management and, as Lumiant's first US customer, took a minority stake ...

Schroders names head of private wealth

CHLOE WALKER  |  MONDAY, 5 SEP 2022
Theone Star has joined the Schroders Australia team as its new head of private wealth. Reporting to chief executive Sam Hallinan, Sydney-based Star will be responsible for building Schroders' relationships in the private wealth segment and identifying ...

Pretium Partners lands down under

CHLOE WALKER  |  TUESDAY, 30 AUG 2022
... limited partners including high-net worth individuals and sophisticated institutional investors such as endowments, sovereign wealth funds, superannuation funds, and family offices. He joins Pretium from Asia Principal Capital and Morpheus Ventures ...