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Showing 1441 - 1450 of 1854 results for "Financial Group"

Boutique incubator targets Asian wealth

MATT WOODINGTON  |  MONDAY, 30 MAY 2011
... domestic bucket of around $50 billion. Ascalon, which is 100 per cent owned by Westpac Banking Corporation and BT Financial Group, has appointed Chuak Chan to establish the Asian business. Chan was formerly chief operating officer at Segantii Capital ...

BTFG new head of prac mgmt

ELISE BURGESS  |  MONDAY, 30 MAY 2011
BT Financial Group has appointed its new head of practice management with plans to expand its key planner services. Wes Hall will lead of team of 104 that will conduct reviews and consider products, quality and compliance across all BT brands with regulatory ...

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
Snowball Group and Shadforth Financial Group are driving the consolidation agenda with their merger which came about largely thanks to the matchmaking skills of financial planning industry stalwart John Godfrey. The two non-aligned financial advice ...

Advisers hampered by conflicted platforms

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... by product providers such as MLC and NAB Wealth (National Australia Bank), AXA/AMP, Colonial First State or BT Financial Group (Westpac). Connie McKeage, chief executive of OneVue, said the big institutionals spent a lot of money on advertising, public ...

FIA growth leads to Licensee Select

ELISE BURGESS  |  MONDAY, 23 MAY 2011
Financial Index Australia (FIA) has moved in-house services to BT Financial Group's Licensee Select for its licensee solutions, citing strong growth for the outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will ...

Chapel Road appeal forces ASIC to show the goods

RACHEL DAVIS  |  THURSDAY, 19 MAY 2011
... time. Chapel Road asked to see copies of all documents between ASIC and the five firms, Financial Wisdom, Count Financial Group, Greater Western Financial Services, AMP Financial Planning and Grosvenor Securities, to verify its claims. On May 16 this ...

BT adopt retirement strategy with new head

RACHEL DAVIS  |  THURSDAY, 19 MAY 2011
BT Financial Group is positioning itself with a holistic and integrated approach with the appointment of new head of retirement, Rodney Greenhalgh. Partnering with its banking and advisory networks, the firm said it will offer solutions to suit its ...

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
... to SME and individual clients. When Sydney based President Financial Services came on the market in 2010, KRA Financial Group and Mills Nettheim decided to join forces to acquire it and have now formed Eluvia. Between them, Mills Nettheim and President ...

UBS boosts Aust Fixed Income team

ELISE BURGESS  |  THURSDAY, 12 MAY 2011
... Management Global Credit Research team. Squire's previous roles include roles with NewSmith Capital Partners LLP, BT Financial Group (formerly Rothschild Australia Asset Management) and Bankers Trust Australia Limited. Christian Baylis has joined the ...

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
ANZ Wealth's RI Advice Group has furthered its strategy of aligning with local groups to expand business, partnering with Tasmanian financial institution B&E Personal Banking. Bringing to the alliance some 36,000 Tasmanian members, the partnership between ...