Search Results | Showing 61 - 70 of 266 results for BT WEALTH CONNECT |
| | ... 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... at 31 March 2021, Macquarie Wrap has $101.4 billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and technology for Macquarie Wealth Management Michelle Weber said the figure reflects Macquarie's history in the platform ... |
| | | Grant Thornton Australia has sold its private wealth business to its senior team members. The small private wealth team consists of Jon Black, Joanne Kenderes and Laura Perresini. They are the majority owners of Oreana Private, aligned with dealer group ... |
| | | ... Focus already owns stakes in Escala Partners and MEDIQ Financial Services but these are separate from the newer Connectus Wealth Advisers network. The Aspiri transaction is expected to close in the June quarter and is subject to customary closing conditions. ... |
| | | ... models, but over the horizon, there is emerging competition from integrated applications like Salesforce-based Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst Ian Webster said. "Now ... |
| | | ... advising trustees on strategic asset allocation, manager selection and governance matters. He was also a member of the wealth advisory team and head of manager research for regional equity sector. Prior to LCP, Green was a senior investment analyst at ... |
| | | ... the guidance they received for investing money and making financial decisions as invaluable. Growing and managing their wealth was the next top-rated service. A whopping 93% said that a professional financial adviser helped them "get the most out of ... |
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