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Showing 121 - 130 of 340 results for BT WEALTH CONNECT

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital advice, particularly as they lose unadvised investors to do-it-yourself ...

Christian Super investment chief in new role

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
... Super where he has led the investment function since August 2020. Prior to that he was chief investment officer at ANZ Wealth. He has also held key roles at UBS and the Reserve Bank of Australia. "With a long history of delivering performance within ...

What you read in 2021

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... That said, there is one non-super story that made the cut; IOOF's unexpected rebrand following its acquisition of MLC Wealth managed to sneak into the top 10. With more and more disruption, innovation and change anticipated in 2022, this list serves ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
... "Being the largest global custodian in Australia, J.P. Morgan covers a client base ranging from superannuation funds to wealth platforms. Its connection to Vestima will deliver J.P. Morgan and its clients class-leading efficiency and reach." While J.P. ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
New Zealand's oldest trustee company has chosen a technology partner for its new wealth management joint venture. Trustee Executors selected SS&C Aloha for the joint venture, called Flint Wealth, which is a wrap account wealth management solution. SS&C ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... Leske - had raised $1.2 million from funders including Magellan, Zip Co chief executive Larry Diamond and Pitcher Partners wealth adviser Charlie Viola. Victoria Devine's popular She's on the Money also recently partnered with roboadviser Six Park for ...

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... with investment products traditionally only available through personal advice. Its white label partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities and Collins House Private Wealth and asset managers, SG Hiscock ...

IOOF to adopt new name, brand

JAMIE WILLIAMSON  |  THURSDAY, 21 OCT 2021
The 175-year-old wealth giant is set to rebrand in what chief executive Renato Mota calls an evolution, not a revolution. As part of its ongoing transformation and following a strategic review, IOOF will rebrand to Insignia Financial before the end ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The $28 billion wealth management firm awarded a mandate to a local fintech as it looks to enhance its client onboarding experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...