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Showing 21 - 30 of 340 results for BT WEALTH CONNECT

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS | MONDAY, 15 DEC 2025

... scientific rigour and reliability." "This cements Praemium's leadership in the high-net-worth advice segment, combining trusted wealth management experience with advanced AI technologies, to set the standard for smart efficient advice and exceptional ...

Aussie executive tapped for top Kiwi job

ELIZABETH FRY | THURSDAY, 11 DEC 2025

... trans-Tasman investor. Clarity Funds is owned by the Investment Services Group, which in turn is 755 owned by Australian wealth management firm Shaw and Partners, further strengthening the Australian connection. Following the acquisition, ISG's advisory ...

Brookfield, sovereign wealth fund sign AI joint venture

JAMIE WILLIAMSON | WEDNESDAY, 10 DEC 2025

Brookfield is partnering with a newly established subsidiary of the Qatar Investment Authority (QIA) to fund and develop artificial intelligence infrastructure. Earlier this week, the QIA launched Qai, a dedicated AI company. The aim is for Qai to develop ...

Boman Group scores licence to expand China investments

RIDDHIMA TALWANI | TUESDAY, 9 DEC 2025

... renminbi-denominated assets in secondary markets, including listed shares, bonds, mutual funds, futures and options. The wealth manager said this supports the firm's broader goal of creating stronger investment pathways between Australia and China, helping ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS | TUESDAY, 25 NOV 2025

Entireti has partnered with specialist wealth management and talent development platform Striver to launch a program that supports the next generation of financial advisers. The initiative will streamline high quality graduates and job seekers into ...

Privity adds to sales team

ELIZABETH FRY | THURSDAY, 20 NOV 2025

... Australia's eastern seaboard. Philips brings heavyweight credentials to the role, with over 15 years of navigating wealth management and distribution, including senior positions at Allianz Retire+ and Challenger Limited. "Natalie brings exceptional ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS | WEDNESDAY, 19 NOV 2025

... seek financial advice for assistance with long-term planning (54%) and an adviser's ability to understand their complete wealth situation (49%). Respondents said they value advisers who can help them make informed decisions (38%), understand their life ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI | MONDAY, 10 NOV 2025

Wealthy families are doubling down on private investments rather than dialing back, according to the latest Principal Discussions released by JP Morgan. JP Morgan interviewed 111 billionaire principals, working with the world's wealthiest families globally ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN | WEDNESDAY, 5 NOV 2025

... definitely think that will enhance the value of advice." Emotional intelligence Les McGuire, managing director at Future Proof Wealth, agrees that the earlier clients connect with financial advice the more confident they tend to be about their retirement. ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA | FRIDAY, 24 OCT 2025

... from 0.24% to 0.23% largely due to the strong growth in AUM year on year. KPMG Australia national sector leader, asset and wealth management Linda Elkins says there has been a lot of marketing and promotion that lower admin fees are advantageous. "It ...

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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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