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Showing 1301 - 1310 of 1853 results for "Financial Group"

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
BT Financial Group (BTFG) Advice has won the Australian International Design Award for its 'Your World' tool. 'Your World' is a paper-based tool designed to create more engaging financial planning service experience for clients. "Much detail is required ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... annual cost savings of approximately $800 million by the end of the fifth year. At the same time, Westpac-owned BT Financial Group has also zeroed in on tech. Approximately 10% of its workforce, about 400 people, works on developing and improving technology ...

Paragem FUA reaches $1.9bn after new mergers

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... Point, has over $60 million under advice and prior to joining Paragem, FMA was part of the privately owned WB Financial group. PrimeWealth, an accounting-based business also joined Paragem. Previously operating under Securitor in Chatswood, it was one ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements ...

BT expands Wrap Capital Protection funds

LAURA MILLAN  |  MONDAY, 13 MAY 2013
BT Financial Group has expanded the list of managed funds eligible for Wrap Capital Protection as a response to the demand for more retirement-based products. The number of funds accessible from BT's platform has almost doubled, and has gone from 80 ...

Not strong enough

BENJAMIN ONG  |  FRIDAY, 10 MAY 2013
... for me, I just found that I don't have the number crunching myself. Phew! Mr. Cullen Roche -- founder of Orcam Financial Group and Pragmatic Capitalism - has already prepared one earlier. His calculations show that the unemployment rate will fall to ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... CAN Commonwealth Bank of Australia Finalists SuperFit MLC Heritage Bank Heritage Bank Prepare For The Best BT Financial Group Future-Proof Your Retirement Challenger Anti-Valentine Campaign HOSTPLUS Best Advertising Campaign of the Year (Trade Division) ...

BT eyes accountants with new platform

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
BT Financial Group is preparing to address trends in the financial services industry with the launch of the NextGen platform, which eyes both accountants and self-managed super funds (SMSF). The new platform is aimed at supporting an accountant-adviser ...

Former AFS executive appointed at BT

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
... (AFS) head of Strategic Development Meaghan Unsworth has been appointed senior product development manager at BT Financial Group. Unsworth's LinkedIn profile shows that she was appointed on May and she had been working at AFS since September 2009. AFS ...

BT Financial boosts Westpac result

MARK SMITH  |  FRIDAY, 3 MAY 2013
BT Financial Group's solid contribution has helped Westpac record a 10% rise in increase in cash earnings for the half-year. In an announcement on the Australian Securities Exchange (ASX) the bank said the wealth arm had benefited from strong flows ...