Search Results | Showing 1 - 7 of 7 results for "Wealth Connect" |
| | | ... (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The joint venture known ... |
| | | | ... 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 ... |
| | | | ... deliver scale or returns, some of which were general and life insurance, and auto finance. Subsidiary BT has shut Wealth Connect and is cutting about 38 jobs. The bank has also put in motion shutting down international operations, leaving just three ... |
| | | | BT has proposed changes to its Wealth Connect business which could see at least 38 roles become redundant, as Westpac continues to review its wealth platform, superannuation, investments and insurance businesses. BT's Wealth Connect team provides ... |
| | | | ... September last year, BT Financial Advice said it plans to scrap its virtual advice offering, formerly known as Wealth Connect. Just 12 months earlier the business consolidated its advice and private wealth divisions to "maintain pace with the rapidly ... |
| | | | ... redundancies. BT Financial Advice has proposed the scrapping of its virtual advice initiative - formerly known as Wealth Connect - with all team members currently providing general advice to be re-appointed within the General Advice team within the chief ... |
| | | | ... going to separate superannuation and insurance though, it makes sense for us to keep the ANZ Financial Planners and Wealth Connect and we need to engage them in the broader bank network to make sure we can offer those solutions," she said. "So, there ... |
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