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Showing 191 - 200 of 340 results for BT WEALTH CONNECT

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 ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... advice business of a GROW Super co-founder. Profile Financial Services confirmed it has bought the client book of Churpa Wealth, the advice firm established by GROW Super co-founder Mathew Keeley in 2016. Keeley will now focus on his role with GROW but ...

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... She brings to the role extensive knowledge of financial advice businesses and issues facing advisers. Her experience in wealth and financial advice spans 13 years, having worked at TAL as national accounts manager of the platforms business, responsible ...

Custodian strengthens front-office with $3.5 billion acquisition

KANIKA SOOD  |  MONDAY, 23 JUL 2018
... investment management functions across asset classes on a single platform. It serves more than 300 clients across institutional, wealth, asset owner and alternative market segments, including 49 of the top 100 asset managers that in aggregate have more ...

Should high-income earners pay charity levy?

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy. The levy would be based on a small percentage of earnings for Australians with income of more than $269,000 ($US200,000). ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... outstanding achievements in marketing, sales and business development by an individual, team or organisation in Australia's wealth management industry. The Awards night, now in its twenty-third year, was held at the Ivy Grand Ballroom in Sydney with ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director ...

Mental health to transform life insurance: ANZ Wealth

KARREN VERGARA  |  FRIDAY, 11 MAY 2018
ANZ Wealth is making inroads with its newly launched mental health initiatives, including innovative and preventative programs aiming for the life insurer to play a more active role in the space. According to ANZ Wealth head of mental health and wellness ...

Macquarie partners with wealth fintech

ALEX BURKE  |  TUESDAY, 8 MAY 2018
Macquarie has integrated its open banking platform with a cloud-based personal wealth service established by a former Xero Australia managing director. As a result of the integration with myprosperity, users of the personal wealth platform will now ...