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Showing 281 - 290 of 341 results for BT WEALTH CONNECT

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media and PressDev. "There are a lot of great ideas out ...

Sustaining confidence in the Australian financial system: Murray

DAVID MURRAY  |  TUESDAY, 15 JUL 2014
... crisis highlighted the long-term economic damage that is caused by banking crises, including their impact on household wealth. In Australia, the financial crisis produced a sharp fall in economic growth and an increase of nearly two percentage points ...

In with the old, out with the new

BENJAMIN ONG  |  THURSDAY, 29 MAY 2014
... money: "People are focusing on the GDP number tomorrow," John Traynor, chief investment officer of People's United Bank Wealth Management in Bridgeport, Connecticut, said in a phone interview. His firm oversees $5.2 billion. "There are two camps of investors. ...

Platforms pushed by utility as well as technology

ALEX DUNNIN  |  WEDNESDAY, 21 MAY 2014
... but features that actually improve investor's connectivity and usefulness. Speaking at the "Riding the digital wave: are wealth platforms about to take off or wipe out?" seminar that was arranged by the Australian Centre for Financial Studies, Jeroen ...

ATO doing a good job on SMSFs: Cooper

JAMES FERNYHOUGH  |  FRIDAY, 21 FEB 2014
The Australian Taxation Office (ATO) is rising to the challenge of efficiently regulating the self-managed superannuation sector, according to Challenger's chairman of retirement income Jeremy Cooper. Cooper said that, contrary to perceptions that it ...

NAB enters SIV market with 21 compliant funds

MARK SMITH  |  THURSDAY, 12 DEC 2013
... accounts up to 12 months before they arrive. "Our package of SIV funds has been specifically sourced by our team of private wealth experts to meet the needs of migrant investors and their families. NAB Private Wealth executive general manager Angela ...

ANZ appoints a new head of Private Banking

HARRY PAGE  |  THURSDAY, 12 DEC 2013
... banker to the newly created position of head of Private Banking in Australia. Norfolk's role will include managing private wealth and he will report to ANZ global wealth chief executive Joyce Phillips. Norfolk will be based in Sydney and will begin at ...

Jenny Brown named FS Smileys Scholar of the Year

MARK SMITH  |  WEDNESDAY, 20 NOV 2013

Advisers coming round to social media

JAMES FERNYHOUGH  |  TUESDAY, 5 NOV 2013
... business issues only, compared to 39.7% who mix both business and social issues," he continued. "Interestingly, 42.3% of wealth management advisers mix business and social issues compared to 36% of life risk and financial advisers." The survey also found ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... outstanding leadership, advocacy and innovation. Brown took the top gong ahead of strong competition from Rory Mooney (Wealth By Design), Justine Back (Back to Back Financial Planners), William Bracey (Sydney Financial Planning), Kylie Wright (Ulton ...