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Showing 271 - 280 of 341 results for BT WEALTH CONNECT

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 ...

Adviser wins Masters course

DARREN SNYDER  |  MONDAY, 13 APR 2015
... Financial Group to go towards professional study. The four scholarships were awarded to: Emma Arthur of SHB Business and Wealth Advisers; Amanda White of Skilled Paraplanning Services; Nga Vu of Kearney Financial Planning; and Werner Watzdorf of McLeod ...

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
Rapidly advancing technology and sweeping regulatory changes are forcing wealth managers to adapt their service offerings, according to joint research by Deloitte and Efma. The research paper, "Wealth management and Private Banking - Connecting with ...

Australia's insatiable online appetite

ALEX DUNNIN  |  MONDAY, 8 DEC 2014
... of Australian consumers for internet and online services is increasing at ever faster rates, with huge implications for wealth managers and those battling to stay competitive. The Australian Communications and Media Authority (ACMA) released research ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
Advice practices licensed under AMP-owned Genesys Wealth are currently considering all options after the licensee announced yesterday that it would wind up. At the moment, 92 advice firms employing 188 advisers are licensed under Genesys, according ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... comfortable with the new ownership. Advisers becoming more discerning over their dealership structure is, however, giving wealth groups an opportunity to reposition themselves. "For us, the focus is on quality rather than on quantity and we feel that ...

Chi-X Australia makes senior appointment

MARK SMITH  |  FRIDAY, 14 NOV 2014
... development of the market data business. "We are excited to welcome Peter back to the Chi-X team. He brings with him a wealth of experience and a deep understanding of our market operations having previously worked with Chi-X as a consultant in 2011 ...

EY appoints family office specialist

MARK SMITH  |  MONDAY, 10 NOV 2014
... transactions and management of family affairs," EY Oceania private client services leader Ian Burgess said. "Richard will help connect Australian families with EY's comprehensive suite of resources, including our Family Business Centre of Excellence ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... planner & founder, Leapfrog Financial Michal Bodi, partner, Sydney Financial Planning Amanda Cassar, advisor director, Wealth Planning PartnersA A A A Steve Crawford, owner & senior wealth adviser, Experience WealthA A Brett Evans, managing director ...

NAB launches super clearing house

STAFF WRITER  |  TUESDAY, 26 AUG 2014
... products and services NAB provides, including transactional banking and custodial services," NAB general manager wholesale wealth Nathan Gooley said. "We understand the complexity and diversity of our super fund clients, so we've developed a seamless ...