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Showing 51 - 60 of 267 results for %22Wealth Connect%22

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
... "Being the largest global custodian in Australia, J.P. Morgan covers a client base ranging from superannuation funds to wealth platforms. Its connection to Vestima will deliver J.P. Morgan and its clients class-leading efficiency and reach." While J.P. ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
New Zealand's oldest trustee company has chosen a technology partner for its new wealth management joint venture. Trustee Executors selected SS&C Aloha for the joint venture, called Flint Wealth, which is a wrap account wealth management solution. SS&C ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... Leske - had raised $1.2 million from funders including Magellan, Zip Co chief executive Larry Diamond and Pitcher Partners wealth adviser Charlie Viola. Victoria Devine's popular She's on the Money also recently partnered with roboadviser Six Park for ...

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... with investment products traditionally only available through personal advice. Its white label partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities and Collins House Private Wealth and asset managers, SG Hiscock ...

IOOF to adopt new name, brand

JAMIE WILLIAMSON  |  THURSDAY, 21 OCT 2021
The 175-year-old wealth giant is set to rebrand in what chief executive Renato Mota calls an evolution, not a revolution. As part of its ongoing transformation and following a strategic review, IOOF will rebrand to Insignia Financial before the end ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The $28 billion wealth management firm awarded a mandate to a local fintech as it looks to enhance its client onboarding experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... addition to discussing the week's biggest news, the podcast will feature interviews with industry thought leaders and wealth management experts as well as insights from winners and awardees of Financial Standard's Power50 and Investment Leadership ...

AMP Capital makes two senior hires

KARREN VERGARA  |  FRIDAY, 24 SEP 2021
... in AMP Capital's Wholesale Office Fund. AMP Capital head of real estate Kylie O'Connor said: "Christina joins us with a wealth of experience in the leasing business and her customer-first mindset, energised approach and collaborative leadership style ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... years in various sales and product development roles at MLC, Asteron and Asgard. "These new board appointments bring a wealth of strategic expertise and networks to support the exciting next phase of WealthO2's expansion plans and to accelerate delivery ...