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Search ResultsShowing 1 - 10 of 100+ results for BT WEALTH CONNECT
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 puts Australia on bad banking leaderboard
ELIZA BAVIN  |  WEDNESDAY, 14 OCT 2020
... charges in Malaysia against the Wall Street bank for its role in helping to raise hundreds of millions for a sovereign wealth fund that was used as a personal piggy bank. The bank was fined $2.5 billion and guaranteed the return of $1.4 billion in assets ...
Portfolio insurance provides strong protection: Research
ELIZA BAVIN  |  THURSDAY, 17 SEP 2020
... invest in. Xu said few could be immune to the market turmoil that occurred in February and March this year unless their wealth had no exposure to the equity market. "There are two main types of default investment strategies in Australian superannuation ...
Netwealth takes stake in Aussie fintech
ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
Wealth management company Netwealth has announced its investment and partnership with data solutions fintech Xeppo. Netwealth purchased a 25% stake in Xeppo with the option to increase its holding to 50% in the future but noted the investment is not ...
COVID-19 propels advisers, incumbents into the future
ALLY SELBY  |  MONDAY, 31 AUG 2020
... attract new prospects, at scale and efficiently," he said. The report, he believes, is a call-to-action for insurance and wealth giants from around the world to invest in technology. The report had five key findings, the first of which is that financial ...
European robo-adviser eyes Australia, taps Westpac exec
ALLY SELBY  |  THURSDAY, 23 JUL 2020
... and former KPMG partner Adrian Fisk, wealthtech provider InvestSuite launched into the Australian market on July 1. "As a wealth tech firm in its first two years we have focused our suite of solutions solely on the B2B space, targeting established wealth ...
Optimism, resilience high on the recruitment checklist
ALLY SELBY  |  THURSDAY, 16 JUL 2020
... specialist recruiter Super Recruiters, who argue a second wave of COVID-19 will bring with it a raft of challenges for the wealth management industry. "As wealth management industry roles become increasingly scarce and sought after by a rising labour ...
Indigenous foundation teams up with super funds
ELIZA BAVIN  |  TUESDAY, 7 JUL 2020
... been supported by a number of superannuation funds and financial services providers, including AustralianSuper, Cbus, MLC Wealth, Suncorp, TelstraSuper and UniSuper. The new website, IndigenousSuper.com.au, has been launched to help Indigenous Australians ...
Advice group acquires software business
ALLY SELBY  |  TUESDAY, 2 JUN 2020
... customization, workflow and e-learning management solutions to the advice industry. Its clients include Australian banks, mid-tier wealth institutions, financial advisories and dealer groups. Benbow said the COVID-19 crisis had opened advisers' eyes ...
Clearstream rebrands Australian acquisition
ALLY SELBY  |  MONDAY, 1 JUN 2020
... the local market, it said, and will automate parts of funds services for Australian custodian banks, wrap platforms and wealth. This will allow them to benefit from lower costs, Clearstream said, as well as increased efficiency and international standards. ...
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