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Showing 251 - 260 of 341 results for BT WEALTH CONNECT

Dimensional launches ESG trust

MARK SMITH  |  THURSDAY, 26 MAY 2016
... of people looking to incorporate their views on environmental, social and governance (ESG) issues into their long-term wealth goals. The new trust combines a systematic approach to sustainability with the firm's core equity methodology. It screens companies ...

Focus Financial looking for more local partners

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
... investor. Raijini Kodialam, co-founder and managing director of the US firm, which has partnered with a host of international wealth advisors, said: "We invest in firms because we like them, we're not reengineers, and we are not interested in people ...

Australians letting their retirement down: report

DARREN SNYDER  |  MONDAY, 2 MAY 2016
... reach the age of 65, yet about a quarter (24%) expect to work for at least another 15 years. Suncorp executive manager of wealth Cathy Duncan said despite this realisation, Australians continue to prioritise a new car or holiday over long-term retirement ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
... vice president Salesforce APAC said: "Our report shows investors are seeking a much more collaborative approach to their wealth planning, challenging financial advisors to digitally transform their approach to managing client relationships." The report ...

Even the wealthy are turning to robo-advice

MARK SMITH  |  FRIDAY, 12 FEB 2016
... clients are also turning to the new technology in their droves. That's according to the managing director of Accenture Wealth Management in the US, Kendra Thompson. She told Bloomberg about 15% of those in automated portfolios at US brokerage Charles ...

Rainmaker goes live with new terminal upgrade

MARK SMITH  |  MONDAY, 1 FEB 2016
... Rainmaker Information has launched its new digital terminal, RainmakerLive. Designed and custom built in-house specifically for wealth management groups operating in the Australian market, the RainmakerLive terminal replaces the popular Workstation and ...

ANZ rolls out new executive team

DARREN SNYDER  |  WEDNESDAY, 27 JAN 2016
... Pacific, given its strong New Zealand linkages, and for ANZ's retail business in Asia. Joyce Phillips - group executive wealth, marketing and innovation with responsibility for ANZ's insurance, investments and private banking businesses, as well as group ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
... increasingly important to our customers in preparing for retirement," ING DIRECT national partnership manager of residential and wealth, Tim Hewson said. "In recent years we've seen an uptick in super consolidation and switching and increased demand ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
ANZ's private wealth division has recorded profit growth of 15% for the 2015 financial year on the back of a continued approach to "customer focused investment solutions." Releasing its 2015 full year results today, ANZ said funds under management (FUM) ...

New super Shadow Minister as PM acknowledges Labor's plans

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... welcomed Chalmers' appointment and saidA "as former Labor Treasurer and Wayne Swan's chief of staff, Chalmers brings a wealth of experience in financial services to the portfolio." Association of Superannuation Funds of Australia (ASFA) chief executive ...