Search Results | Showing 1 - 10 of 18 results for "BT Financial Advice" |
| | ... $12 million to about 8000 members. Also on advice, ASIC alleges that Westpac's former licensee groups BT Financial Advice, Securitor Financial Group and Magnitude Group charged ongoing contribution fees for financial advice without adequate fee disclosure ... |
| | | ... subsidiaries affected are Securitor Financial Group, Magnitude Group and Westpac Banking Corporation (known as BT Financial Advice). These businesses ceased providing personal financial advice in 2019. Westpac only notified ASIC about the advisers' ... |
| | | ... Westpac announced it was exiting personal advice and bringing BT Financial Group back in-house. About 175 BT Financial Advice staff transitioned to Viridian, including 90 advisers. The move saw the departure of BT Financial Group chief executive Brad ... |
| | | ... director of the Future2 Foundation. Xplore Wealth got a new chief executive this year, former general manager of BT Financial Advice Michael Wright. The company's most recent annual general meeting involved hints at expansion plans and its first ... |
| | | The former general manager of BT Financial Advice, who was grilled at Royal Commission hearings last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts ... |
| | | ... to Viridian Advisory. Salaried financial advisers and support staff will transition to Viridian. About 175 BT Financial Advice staff, including 90 advisers, will move to Viridian - the group currently has about 330 authorised representatives attached ... |
| | | ... economics of providing financial advice via BT Financial Group was getting difficult. In 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 ... |
| | | The Finance Sector Union is planning urgent workplace meetings and teleconferences with BT Financial Advice employees impacted by a planned restructure of BT Financial Group's advice offering. Last week BT Financial Group told Financial Standard ... |
| | | ... financial advisers, with plans to discontinue the Virtual Advice offering - resulting in significant redundancies. BT Financial Advice has proposed the scrapping of its virtual advice initiative - formerly known as Wealth Connect - with all team members ... |
| | | ... bullish approach to removing grandfathered commissions "as soon as is practicable", coupled with recent moves by BT Financial Advice and Macquarie to remove these payments, is a "massive overreaction" as a result of AMP head of advice Jack Regan's ... |
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