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

Search Results

Showing 211 - 220 of 340 results for BT WEALTH CONNECT

Industry fund eyes younger membership with board appointment

EMMA RAPAPORT  |  TUESDAY, 5 DEC 2017
... Higgins said the fund is fortunate to have someone of Beveridge's expertise and calibre joins the board. "Michelle brings a wealth of knowledge and expertise to REI Super, and her leadership, corporate governance and digital transformation experience ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... expand their offerings and the way in which they provide them to clients. "We're seeing the transformation of the existing wealth management advice model. Advice arms of institutions have to come to terms with their obligations under the best interest ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... investments in foreign currencies. Managing director Andrew Alcock said the enhancements are in response to the existing wealth management advice and platform model undergoing a transformation. "Advisers, brokers and accountants want to access and leverage ...

LaSalle appoints local client executive

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... to welcome Anita to our team at a time when we are strengthening our businesses throughout the world. She will apply her wealth of client experience to help build LaSalle's relationships with investors in the region as they seek to invest intelligently ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... in leveraging its collective capabilities to develop and offer and end-to-end suite of solutions across a broader set of wealth management business models," Alcock said.

Chinese wealth firm takes stake in investment platform

ALEX BURKE  |  WEDNESDAY, 18 OCT 2017
A Melbourne-based Chinese wealth management firm has invested $1.4 million in an Australian wholesale investment platform, making it the platform's third-largest shareholder. BMY Group now sits behind Invesco and founder Steve Torso as the leading shareholders ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... going to separate superannuation and insurance though, it makes sense for us to keep the ANZ Financial Planners and Wealth Connect and we need to engage them in the broader bank network to make sure we can offer those solutions," she said. "So, there ...

New research director joins APP Securities

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
Following on from its partnership with Ignition Wealth, investment banking and stockbroking firm APP Securities has appointed a new research director to replace Russell Wright. David Fraser joins APP Securities from Shaw and Partners, where he was a ...

Big four ditch ATM withdrawal fees

ALEX BURKE  |  MONDAY, 25 SEP 2017
... change we are announcing today will benefit millions of Australians," NAB chief customer officer of consumer banking and wealth Andrew Hagger said. Finally, Westpac group executive, consumer George Frazis said: "We want all Australians, whether they ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... retail investors on the direct investing platform, Smart Investor, as well as to high-net-worth individuals through Barclays Wealth and Investments and its private bank and overseas services. Research by Barclays in 2015 found that 56% of 2000 investors ...