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Showing 261 - 270 of 340 results for BT WEALTH CONNECT

IRESS acquires UK fintech businesses

LAURA MILLAN | WEDNESDAY, 16 SEP 2015

... executive of strategy. New will be based in the UK and will report directly to Walsh. He was most recently a director of wealth and asset management at EY in London and was the lead partner for IRESS' business integration of Avelo in 2013.

New Calastone service automates distribution processing

MARK SMITH | WEDNESDAY, 12 AUG 2015

... benefits in redirecting these resources into higher-value work." The service has already been adopted by investment platform, wealth management and research provider, netwealth. The company's custody manager, Paul Hagger, said the firm is already benefiting ...

Centrepoint in talks to build ex-insto advice network

ALEX BURKE | TUESDAY, 11 AUG 2015

... the beginning." Centrepoint in particular intends to build its advice network across three different channels - Alliance Wealth and PIC for authorised representatives, Alliance Wealth & Protection for salaried advisers and Associated Advisory Practices ...

Zurich identifies investment megatrends

MARK SMITH | WEDNESDAY, 29 JUL 2015

... companies which are riding the wave of change. They will be incredibly important to those investors who wish to create wealth over the long-term," Stodart finished.

SIV opens door to China for fund managers

MARK SMITH | MONDAY, 27 JUL 2015

... it has recently appointed former NSW deputy premier Andrew Stoner to promote its products in the region. "Andrew has a wealth of Chinese connections and is a great salesman for Australia in China because that was his job for the government for many years," ...

Independent dealers in M&A mode

ALEX BURKE | MONDAY, 27 JUL 2015

... formerly with Perpetual Private and TAL, and since rebranding itself and hiring former chief executive of Macquarie Private Wealth North America Earl Evans, Shaw and Partners has recruited Macquarie veterans to bolster its new wealth management team. ...

Joining AIIB unlocks billions of infra investment

DARREN SNYDER | THURSDAY, 25 JUN 2015

... projects financed by the AIIB," Collins said. "The resources of the AIIB will increase scope for pension and sovereign wealth funds to invest in long term, productive assets in the region. "Australia, like Asia, is dealing with the challenges of a shrinking ...

Finology expert to address AFA roadshow

DARREN SNYDER | FRIDAY, 12 JUN 2015

... account human behaviour and investors' relationships with money can add real value to the lives of clients, and support wealth creation in a way that also makes for sustainable advice practices in the future," Fuchs said. AFA chief executive, Brad Fox ...

Westpac adviser sets up private wealth firm

LAURA MILLAN | THURSDAY, 11 JUN 2015

A Westpac financial adviser has left the group to start his own private wealth firm, licensed under Securitor. David Simon has set up Integral Private Wealth, which will provide wealth management services under BT Financial Group-owned Securitor. Simon ...

Spring FG acquires robo-advice company

MARK SMITH | THURSDAY, 14 MAY 2015

... and client service strategies. Spring FG managing director, Keith Cullen, said: "The Digifi sites inform, educate and connect investors through a blend of expert commentary from some of the country's most recognisable names linked with investment tools ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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