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Showing 1101 - 1110 of 1853 results for "Financial Group"

BT Panorama aiming at advisers and SMSFs

DARREN SNYDER  |  THURSDAY, 22 OCT 2015
BT Financial Group's Panorama wealth operating system has reached a tipping point where the infrastructure is built and over the next year several releases will come to market. At a media briefing yesterday, BTFG general manager of platforms and operations ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
... recently Queensland state manager. Prior to that, he has held positions at Millennium3 Financial Services and BT Financial Group. "Marcus is passionate about financial advice and has over 20 years' experience and has held a number of senior management ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... Zelka worked for NEO Financial Solutions. Another NEO adviser, Alfie Chong, who formerly with NAB-aligned Meritum Financial Group, was also banned by ASIC in September.

CBA's advice review compensates 19 clients

LAURA MILLAN  |  WEDNESDAY, 30 SEP 2015
... widespread boiler room culture within the bank's advice divisions. The third report by independent expert Promontory Financial Group revealed that the bank had 8,835 cases registered to the program as of 31 August 2015. Of these cases, 1,285 have progressed ...

Dunfo Capital AFSL canceled

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
Dunfo Capital, formerly known as GSM Financial Group, has seen its Australian Financial Services Licence (AFSL) canceled by ASIC. The financial services company's licence was suspended on February 2015, as ASIC gave Dunfo six months to meet its legal ...

Rubinsztein leaves CBA, joins industry fund

LAURA MILLAN  |  MONDAY, 28 SEP 2015
... more independent directors: chairman Chris Cuffe and former chief executive and chief investment officer of BT Financial Group Ian Martin. Rubinsztein was most recently the general manager of retirement at CBA and she has also held positions at Colonial ...

Industry funds challenged by lack of in-house advice

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... members at the critical point of retirement," it added. While ANZ, MLC, Colonial First State (CFS), AMP and BT Financial Group have an average of 1,000 superannuation members per adviser, the figure is much higher for advisers working for industry super ...

FEATURE: Inflation plus investing

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... closely the sharp drop of the Australian dollar," Armitage says. The veterans of life stages For seven years now, BT Financial Group has split its superannuation membership into different groups and designed different portfolios to cater for the needs ...

AIA builds team to focus on adviser distribution

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
... and has held various senior underwriting and management positions in the UK and Australia. She joins AIA from BT Financial Group in Perth.

Club Plus Super appoints three senior execs

MARK SMITH  |  TUESDAY, 22 SEP 2015
... included general manager, institutional business at Perpetual Investments; head of distribution and marketing for BT Financial Group's investment solutions department and various roles at Russell Investments. Hunt joins Club Plus from Mercer where she ...