BT hones tech for advice scaleBY MELANIE TIMBRELL | FRIDAY, 13 JUL 2012 12:30PMBT Financial chief Brad Cooper's strategic focus on cross-selling wealth products to Westpac customers will be helped by a multi-pronged technology-based approach. |
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Vanguard to acquire custodian Altruist
Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market.
FAAA pushes to expand NCA to financial advisers
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers.
SMSFA appoints head of professional standards
The Self-Managed Super Fund Association (SMSFA) has appointed Keddie Waller as the head of professional standards.
UniSuper unlocks close to $15k for members moving into retirement
Eligible UniSuper members will receive a tax-free bonus of up to $14,700 when they move into retirement phase from October 1.
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Liza McDonald
HEAD OF RESPONSIBLE INVESTMENT
AWARE SUPER
AWARE SUPER
Liza McDonald would have you believe her path from a legal secretary to the head of responsible investment at Aware Super was a matter of good fortune. Her career says otherwise. Riddhima Talwani writes.







The result was then the IFA stopped using Westpac products and directing their clients Banking to other Banks. Now this is happenning again, maybe BT will feel the wrath of the IFA market again with stop using BT investments and platforms.
Greed for market share will again affect the building and retension of trusted relationships with IFA's