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Search ResultsShowing 91 - 100 of 100+ results for "BT Financial Group"
BT launches new managed accounts offerings
HARRISON WORLEY  |  MONDAY, 21 JAN 2019
BT Financial Group launched a suite of managed accounts on its flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different ...
MGP shuffles leadership team
KARREN VERGARA  |  MONDAY, 14 JAN 2019
... business. Long-serving business development manager Paul La Macchia left MGP in December to take up a role at BT Financial Group. He has been appointed as NSW distribution manager for BT Open, which was launched in early 2018 to provide adviser services ...
Saxo chief departs for BT
HARRISON WORLEY  |  MONDAY, 7 JAN 2019
... Australia will depart for a role at one of the country's largest wealth management firms. Ben Smoker will join BT Financial Group in January as a director in the firm's private wealth services division. Smoker, who served as Saxo's Australian ...
ASIC and Westpac court battle sees mixed outcome
DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... without undertaking a proper comparison, as required by law. At the time these allegations were first aired, BT Financial Group said: "It is important Australians have good quality advice, guidance and information in language they can understand. ASIC's ...
Financial Standard unwrapped: Our top stories in 2018
HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... into fixed interest . BTFG proposes advice restructure In September it was revealed by Financial Standard that BT Financial Group was reviewing its business model for salaried financial advisers, resulting in significant redundancies. Among a raft of ...
Grandfathered commissions: Where to from here?
JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... no longer accept grandfathered commissions from NAB Wealth super and investment product providers. Earlier, BT Financial Group announced it will scrap grandfathered commissions on 140,000 customer accounts, taking a $40 million hit to earnings. ANZ is ...
Long-serving platform expert jumps ship
JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
A senior business development manager from managedaccounts.com.au moves to BT Financial Group. After 10 years of working as a business development manager at managedaccounts.com.au, in charge of NSW and Queensland clients, Paul La Macchia is taking ...
Multiforte founder takes AFA Inspire lead
HARRISON WORLEY  |  TUESDAY, 18 DEC 2018
... group's leadership ranks. McCallum also chairs the NSW Council of FINSIA, and has held various senior roles at BT Financial Group, Westpac, CBA and State Street prior to launching Multiforte. McCallum said she was attracted to the energy of AFA Inspire ...
Centrepoint Alliance boosts executive lineup
JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... the role of group executive of people and transformation. He is a former director of marketing services at BT Financial Group and has also previously held roles with Perpetual and Macquarie. He worked as an independent consultant in the financial services ...
Mercer names senior investment consultant
KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... from September 2017 until July 2018. Her previous experience includes several consulting roles at Fundhost, BT Financial Group, and Deutsche Asset Management. Mercer institutional wealth partner Richard Boyfield said Jacques' appointment will strengthen ...
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