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Showing 231 - 240 of 341 results for BT WEALTH CONNECT

Deutsche Bank appoints Australian chief executive

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2017
... Deutsche Bank Asia Pacific chief executive Werner Steinmuller said the bank is delighted to welcome Miller. "He brings a wealth of experience in many products and sectors as well as deep client relationships across the Asia Pacific region. The breadth ...

MAX Awards launch Financial Literacy Campaign of the Year

MICHELLE BALTAZAR  |  THURSDAY, 6 APR 2017
... category - the Financial Literacy Campaign of the Year - to recognise the crucial role the industry plays in furthering wealth education. The introduction of the new category coincides with the 25th anniversary of Rainmaker Group, owner of Financial ...

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
BT Financial Group's mammoth financial outlay in upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors. BTFG head of product development Anil Sagaram said it's ...

Life insurance industry rebuts need for greater reform

JAMIE WILLIAMSON  |  MONDAY, 6 MAR 2017
... standards legislation, and the industry's Code of Practice coming in to effect on 1 July. Commonwealth Bank group executive, wealth management, Annabel Spring also appeared, using her opening statements to defend last year's CommInsure scandal and provide ...

Fox urges advisers to become professionals

EMMA RAPAPORT  |  TUESDAY, 21 FEB 2017
... every day. The research shows that [financial advice] gives them better career outcomes, better health outcomes, better wealth outcomes, better relationships, better relationships with their kids, less teenage delinquents. The only way to stop [the perception] ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. While the ...

Self-doubting Aussies falling short

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
... financial plan, indicating a lack of confidence in dealing with money and investments. This is a key finding of the latest MLC Wealth Sentiment Survey released last week. It also shows that 50% of Australians believe they aren't doing enough to achieve ...

Bendigo sells estates business

ALEX BURKE  |  MONDAY, 19 DEC 2016
... managing director Mick O'Brien said the acquisition is "consistent with our strategy of growing in selected parts of the wealth value chain, and strengthens our position as a leading provider of trustee services." The EQT purchase coincides with the ...

HUB24 acquires specialist fintech

ALEX BURKE  |  TUESDAY, 29 NOV 2016
... development for us. We will have the capabilities to develop and offer an end-to-end suite of solutions across a broader set of wealth management business models. We look forward to investing in a combined HUB24 and Agility offering." "However, our immediate ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... Class will now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth accounting software for SMSF and non-SMSF portfolios; creating business efficiencies, such as automation of data entry. HSBC ...