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

Search Results

Showing 201 - 210 of 341 results for BT WEALTH CONNECT

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 ...

Fees for no service an old issue: AMP

DARREN SNYDER  |  FRIDAY, 4 MAY 2018
... customers; and its extensive action aims to ensure "these issues never happen again." Fees for no service is old news The wealth management giant said fees for no service is an industry-wide issue and AMP has been the subject of an ongoing ASIC investigation ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... human involvement, Peker said older investors are a different ball game. Catering exclusively to Generation Y clients, Wealth Enhancers chief investment officer Finn Kelly doesn't necessarily agree. "From our experience, we have learned that they demand ...

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
The former head of client experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... and Westpac (128). The non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... financial advice-led strategy, one that recorded inflows of $1.2 billion in the first half of FY18 and is about to acquire ANZ Wealth. Releasing the company's 1H18 results this morning, Kelaher said expenses were reduced by $8.9 million compared to 1H17. ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
IOOF purchased a minority stake in GROW Super to help the wealth group expand and boost the digital capabilities of its own financial adviser network. IOOF said the partnership will facilitate member engagement with superannuation and the connectivity ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
... open banking will give consumers greater access to and control over their banking data - allowing them to share it with wealth managers for new or better services. However, giving consumers more control does not automatically translate to immediate benefit. ...

Thomson Reuters sells analytics business to institutional investors

DARREN SNYDER  |  FRIDAY, 2 FEB 2018
A Canadian pension fund, Singapore's sovereign wealth fund and a global private equity giant have purchased a stake in Thomson Reuters' Financial and Risk business. Private equity funds managed by Blackstone, together with the Canada Pension Plan Investment ...

New ETF to combat gender inequity

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
... gender balance, and sustainability policies. The new product is a joint collaboration between UBS Asset Management and UBS Wealth Management, with 5% of its management fees to be dedicated to UBS' philanthropic foundation, UBS Optimus. UBS Wealth Management ...