Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 268 results for %22Wealth Connect%22

Digital advice platform opens Sydney office

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
... solutions in Australia grows. "In the coming years, we see a great opportunity for financial institutions to deploy digital wealth solutions in response to growing customer expectations for transparent and reasonably priced wealth management," Quantifeed ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... September last year, BT Financial Advice said it plans to scrap its virtual advice offering, formerly known as Wealth Connect. Just 12 months earlier the business consolidated its advice and private wealth divisions to "maintain pace with the rapidly ...

Hayne targets superannuation employer connections

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... allocations. This does not include broad advice on how the member might best provide for their retirement or maximise their wealth generally. "Any practice by trustees of allowing fees for these latter kinds of financial advice to be deducted from superannuation ...

Vertical integration changes to reshape personal wealth

DARREN SNYDER  |  WEDNESDAY, 30 JAN 2019
A forecast of trends influencing banking over the next 12 months cites vertically integrated business models continuing to give way to platform and marketplace-driven banking. Infosys Finacle recently released its annual banking trends forecast for ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... multiple external data sources in real time, including cash management and annuities to enable a consolidated view of client wealth from the platform. It is expected to be rolled out to wider market at end of FY19. In early December, HUB24 completed ...

HUB24 secures bespoke platform mandate

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
HUB24 is delivering a custom platform solution to the national adviser network of a 115-year-old wealth management business. Patersons Securities selected HUB24's platform to white label and run alongside its existing in-house platform Accolade. Patersons ...

Asset manager consolidation top of mind for HNWIs

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
... 95% of high net worth individuals in Asia Pacific (excluding Japan) are prepared to consolidate assets with their primary wealth manager, provided there's a strong connection. But it's less likely in Australia. The number dips to 73% for HNWIs ...

Idle technology leaves super fund members behind

KARREN VERGARA  |  FRIDAY, 26 OCT 2018
... superannuation funds grapple with digital advancement, their young membership base become further disconnected from the wealth and super system, according to a Zuper co-founder. Chief product officer and co-founder Jon Holloway told yesterday's Calastone ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... redundancies. BT Financial Advice has proposed the scrapping of its virtual advice initiative - formerly known as Wealth Connect - with all team members currently providing general advice to be re-appointed within the General Advice team within the chief ...