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Showing 1 - 6 of 6 results for "Wealth Connect"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... 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 ...

Westpac hit with $1.2bn of losses

KARREN VERGARA  |  MONDAY, 26 OCT 2020
... 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 cuts Wealth Connect

ALLY SELBY  |  FRIDAY, 16 OCT 2020
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 ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... 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 ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... 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 ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... 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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