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Showing 61 - 70 of 340 results for BT WEALTH CONNECT

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
... insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes in funding across some sectors, overarching trends have held relatively steady ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... Crestone fields a team of about 350 employees, including a network of 100 advisers across Australia. In a statement, the wealth management firm said the acquisition will bolster its national presence with offices in Adelaide, Brisbane, Melbourne, Perth ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
The $3.5 trillion wealth transfer will be Australia's biggest economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Melbourne-based Stantins Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice to support the needs ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... experts. Tribel advisers will be able to track the creation and modification of estate plans and oversee the transfer of wealth in accordance with clients' wishes and at the same time adhere to the full extent of the law. "Too many Australians pass away ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... and retirement funds. "Moneysoft services financial advisors and funds through existing SaaS lines of business focused on wealth and finances in both the direct-to-consumer and financial advice sectors," MUFG Retirement Solutions chief product officer ...

Prime Financial revenue grows 21% to $41m

ANDREW MCKEAN  |  THURSDAY, 22 AUG 2024
... Prime Financial Group has reported a 21% increase in revenue, reaching $40.8 million, bolstered by strong growth in its wealth business. The company remains on track to achieve its goal of $50 million in group revenue by FY25, with plans to double that ...

NZSF returns 17%, smashes benchmarks

KARREN VERGARA  |  TUESDAY, 23 JUL 2024
... outpacing many of its benchmarks. Under the new leadership of chief executive Jo Townsend, New Zealand's sovereign wealth fund is aiming to double in size from its current NZ$75 billion in funds under management (FUM) over the next 10 to 12 years. ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist investments. It also includes its media business, Informed Investor, ShareCafe ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... time when the demand for financial advice is growing, particularly among the recipients of the massive intergenerational wealth transfer that is tipped to be worth $5 trillion. In the 2025-26 financial year, the association will double down on increasing ...