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Showing 161 - 170 of 340 results for BT WEALTH CONNECT

European robo-adviser eyes Australia, taps Westpac exec

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... and former KPMG partner Adrian Fisk, wealthtech provider InvestSuite launched into the Australian market on July 1. "As a wealth tech firm in its first two years we have focused our suite of solutions solely on the B2B space, targeting established wealth ...

Optimism, resilience high on the recruitment checklist

ALLY SELBY  |  THURSDAY, 16 JUL 2020
... specialist recruiter Super Recruiters, who argue a second wave of COVID-19 will bring with it a raft of challenges for the wealth management industry. "As wealth management industry roles become increasingly scarce and sought after by a rising labour ...

Indigenous foundation teams up with super funds

ELIZA BAVIN  |  TUESDAY, 7 JUL 2020
... been supported by a number of superannuation funds and financial services providers, including AustralianSuper, Cbus, MLC Wealth, Suncorp, TelstraSuper and UniSuper. The new website, IndigenousSuper.com.au, has been launched to help Indigenous Australians ...

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... customization, workflow and e-learning management solutions to the advice industry. Its clients include Australian banks, mid-tier wealth institutions, financial advisories and dealer groups. Benbow said the COVID-19 crisis had opened advisers' eyes ...

Clearstream rebrands Australian acquisition

ALLY SELBY  |  MONDAY, 1 JUN 2020
... the local market, it said, and will automate parts of funds services for Australian custodian banks, wrap platforms and wealth. This will allow them to benefit from lower costs, Clearstream said, as well as increased efficiency and international standards. ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... today, and I'm excited to bring this unique proposition to market as we continue to refocus and reshape the broader MLC Wealth business."

Now is the time to step up: FEW

JAMIE WILLIAMSON  |  THURSDAY, 30 APR 2020
... have featured the likes of IOOF chief executive Renato Mota, OneVue managing director Connie McKeage and Hewison Private Wealth director Andrew Hewison. The sessions have proved so popular, FEW Connect now has over 1200 subscribers logging in each week ...

MLC waives licensee fees, delays dealer group transitions

JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
MLC Wealth is waiving licensee fees for all of its aligned financial advisers as they struggle to operate their businesses and provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
ASX-listed wealth and advice business Fiducian has assured its shareholders that none of its investors or superannuation members have been disadvantaged so far amid the COVID-19 pandemic. Work is currently ongoing for the acquisition of new financial ...

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
... and stockbroking, including 450 independent and dealer group aligned advisers, and shows 87% of advisers believe their wealth needs of their clients need to be viewed holistically to consider issues of cash flow and lifestyle. However, many advisers ...