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Showing 311 - 320 of 341 results for BT WEALTH CONNECT

Financial Standard launches iPad app

RACHEL DAVIS  |  FRIDAY, 2 SEP 2011
... Standard, says 2011 marks a concerted push to bring the Financial Standard brand out into the growing financial services and wealth management market. "The launch of the Financial Standard Newspaper iPadA(R) app heralds an exciting chapter for Financial ...

Customisable, original, scalable, networked: the next advice paradigm

ALEX DUNNIN  |  FRIDAY, 19 AUG 2011
... said the new product class is wiping out billions of dollars of reliable revenue streams for custodians and integrated wealth groups. Duran, Michelli and Doede said the ramifications of these price shocks will be vast, extreme and affect everyone in ...

ANZ fears regulation could hamper scaled advice

MATT WOODINGTON  |  FRIDAY, 5 AUG 2011
ANZ Wealth head Paul Barrett believes that the current definitions of 'best interest' advice could halt the industry's migration into the world of scaled advice. Speaking at the Financial Services Council (FSC) conference, Barrett spoke of the need ...

Commonwealth Private access IRESS

ALISON BEVEGE  |  THURSDAY, 21 JUL 2011
... client data. Andrew Walsh, managing director of IRESS, said his firm had honed the system for the needs of the private wealth advisers, providing real-time advice tailored to meet client requirements. Walsh said the things that private banks most want ...

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
Financial advisers aligned to major wealth-management firms are continuing to direct the majority of the funds they establish to their parent fund manager, a study released today by Roy Morgan Research has found. The Superannuation and Wealth Management ...

Planning group Genesys signs research deal with van Eyk

ALISON BEVEGE  |  TUESDAY, 12 JUL 2011
Financial planning dealer group Genesys Wealth Advisers has signed up for a further two years with research house van Eyk. Genesys had 283 financial advisers across the nation and a total of $8.9 billion in funds under advice as of May 31, the firm ...

MLC hands planners client engagement tool

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
... with clients and kick off a further advice needs conversation," said Richard Nunn, EGM of advice & marketing for MLC & NAB Wealth. MLC said that to date 1850 advisers had connected to My Client Leads with 137,000 leads sent to advisers. The tool is available ...

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
... AMP Horizons to source new talent. Eluvia plans to add one more adviser in the employer super space, two in the private wealth and retail sector and one in the debt space. O'Leary said that a joint venture with a specialist in the mortgage space was ...

Rising star wins chair position

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
Wealth Enhancers' Sarah Riegelhuth has been appointed chair of the Association of Financial Advisers GenXt committee, a leadership role that connects experienced, older advisers to those new to the profession. Richard Klipin, chief executive of the ...

Three new faces on Cbus board

ALISON BEVEGE  |  WEDNESDAY, 16 MAR 2011
... "Between them they have provided over 42 years service to the Cbus Board," he said. Atkin said the three newcomers brought a wealth of experience from sponsoring organisations. After merging with CONNECT last year, Cbus became Australia's ninth largest ...