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Showing 131 - 140 of 184 results for "BT Wrap"

Coombe names wealth management execs

MICHAEL HOBBS | MONDAY, 1 DEC 2008

... billion in total investments, 14 per cent of the superannuation market, administration services for 10,000 advisers on the BT Wrap and Asgard platforms. Other appointments include Gai McGrath as customer service general manager; John Frechtling finance ...

Westpac names merger team

MICHAEL HOBBS | THURSDAY, 20 NOV 2008

... operations. They start their new role next month. Coombe said the merged group is committed to retaining and developing the BT Wrap and Asgard platforms, which he said serve different segments of the adviser market. BT Wrap and the Asgard platform have ...

Mercer invests $35m in commodities

MICHAEL HOBBS | THURSDAY, 6 NOV 2008

... from Standard & Poor's. Financial planners can access the fund via the Ascalon H3 Commodities fund which is available on BT Wrap as well as Asgard and netwealth platforms. Mercer's interest in commodities follows Credit Suisse Asset Management opening ...

BT Wrap tops adviser choice

RUTH LIEW | TUESDAY, 7 OCT 2008

BT Wrap has won the "Most Popular Primary Platform" title in this year's Wealth Insights Adviser Trends report. According to the report, which surveyed 750 advisors, 17 per cent ranked BT Wrap and its badged versions as their top platform for placements. ...

BT toolkit targets three gens

RUTH LIEW | WEDNESDAY, 10 SEP 2008

... launched the BT Generation Series - three educational toolkits available to its wrap advisers via online modules on the BT Wrap DeskTop. The tools contain educational information on the needs and attitudes of the different generational segments, coupled ...

Basis to repay $23m

MICHAEL HOBBS | WEDNESDAY, 30 JUL 2008

... Financial Group's argument that the June application monies were never properly part of the Basis funds. Chris Freeman, BT Wrap head, said the firm had sought to recover June application monies on behalf of investors and advisers on Basis Capital fund ...

BT raises savings for term deposits

MICHAEL HOBBS | TUESDAY, 17 JUN 2008

... increased its term deposit rate after roughly $400 million invested into term deposits since it added the cash option to their BT Wrap and SuperWrap platforms nine weeks ago. Chris Freeman, head of BT Wrap Solutions, said term deposits had become attractive ...

BT Wrap to offer short form insurance

MICHAEL HOBBS | TUESDAY, 27 MAY 2008

... questionnaire includes roughly 12 questions and adjusts to ask or eliminate questions depending on client responses. Don Sillar, BT Wrap Solutions head of distribution, said the entire online short form process would take approximately two days to process ...

Zurich creates investment and life account role

MICHAEL HOBBS | WEDNESDAY, 21 MAY 2008

... at Asgard Wealth Solutions as NSW regional manager and, prior to that position, worked as national account manager at BT Wrap Services. "Zurich has decided to establish the head of key accounts role in order to provide the very best in product and service ...

Macq rebates $4m

RUTH LIEW | MONDAY, 28 APR 2008

... over 2008 following its inclusion of four BT multi-manager funds to its Wrap Advantage program. Chris Freeman, head of BT Wrap solutions, said at the time the group had given more than $2.4 million in rebates to investors since the launch of Wrap Advantage ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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