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Showing 51 - 60 of 262 results for BT WEALTH CONNECT

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 ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... giving money meaning and placing the client's life at the heart of the experience." The latest survey comes after Astute Wealth Advice accused Lumiant of ripping off its 5-Minute health check questionnaire and served a Cease and Desist letter. Lumiant ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... worked as a specialist investment resource for the managed account solutions and SMA clients. Evidentia works with private wealth businesses to design, build, implement, and manage tailored investment portfolios. Schoenmaker will work on the design and ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Global financial advice firm Connectus Wealth Advisers continues its Australian expansion strategy, announcing it will acquire its fifth wealth management firm in less than a year. Connectus has entered into a definitive agreement to acquire New South ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... addition of 188 advisers to the group during the period, bringing its total to 385. IOOF completed its acquisition of MLC Wealth on June 1. The AFSL for the newly merged group, based on ASIC's FAR, is under Consultum Financial Planning. MLC brands that ...