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Showing 301 - 310 of 341 results for BT WEALTH CONNECT

Advisers urged to discuss structured giving

MELANIE TIMBRELL  |  FRIDAY, 17 AUG 2012
... assessed. For too long the focus has been on dollar amounts of contribution where it's time to look at the portion of net wealth and income that is given, Robertson says. "If someone gives away a million dollars, everyone goes, 'Wow - that's a lot,'" ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... Offices (MFOs). Handler Thayer noted. Richard Wilson, president of the US-based Family Offices Group said more high-end wealth managers are taking a family office approach to managing a wealthy family's financial exposure rather than focusing just on ...

Wealthy clients need consumer protections too: FPSB

ALEX DUNNIN  |  WEDNESDAY, 6 JUN 2012
... unnecessarily complex, they said arbitrary distinctions between retail and wholesale clients miss the point. "A client's wealth level does not necessarily equate to financial sophistication," the FPSB said in a statement. Rather than arbitrary lines ...

Brogden calls for government agreement on FATCA

MELANIE TIMBRELL  |  TUESDAY, 15 MAY 2012
FSC chief John Brogden has called on the Gillard government to provide strong support for the wealth sector ahead of addressing an IRS hearing in Washington DC on the contentious FATCA regime. The Foreign Account Tax Compliance Act (FATCA) regime aims ...

Future Fund builds Aust infra exposure

ELISE BURGESS  |  TUESDAY, 27 MAR 2012
... transaction, two CP2 clients have a continuing investment in Transurban. CP2 manages money for overseas pension and sovereign wealth funds.

ANZ reaches $1.48bn in three months

ELISE BURGESS  |  FRIDAY, 17 FEB 2012
... three months to December 31 2011, calling it a solid result during a difficult global period with volatility also impacting wealth management. In the Group's results, ANZ said its Super Regional Strategy was performing well, growing and diversifying ...

MGD Wealth appoints Select to LDI portfolios

ELISE BURGESS  |  TUESDAY, 29 NOV 2011
... Management has been appointed investment manager of two newly created liability driven investment portfolios by high net worth wealth management and advisory business, MGD Wealth. The MGD Wealth Liability Driven Investing (LDI) portfolios, the LDI Connect ...

Bendigo Wealth acquires AIM Financial Services

RACHEL DAVIS  |  FRIDAY, 25 NOV 2011
Bendigo Wealth has announced the purchase of AIM Financial Services Limited, a boutique Independent Financial Planning business located in Melbourne. Alex Tullio, Bendigo Wealth's Head of Wealth Markets said this acquisition is the first step towards ...

Westpac launches virtual planning service

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... branches using the infrastructure which is already in place," said Coombe. Mark Spiers, general manager advice of Westpac's wealth management arm BT Financial Group said the initiative was part of the group's ultimate goal to bring specialist advice ...

Vanguard tops US social media rankings

ELISE BURGESS  |  WEDNESDAY, 7 SEP 2011
... asset managers who were ranked for their prowess in social media, with debate about the medium's impact in Australia's wealth management raging on. Kasina, a specialist research group, rated asset managers for their presence on social media such as their ...