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Showing 1531 - 1540 of 1857 results for "Financial Group"

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
... because they don't pay shelf fees or are non-bank products. However, Brisbane-based planner Tim Ross from Ross Financial Group said that many planners already exercise fiduciary duty anyway and that, of the 700 clients serviced by the firm, none have ...

Lloyd joins Perpetual from BT

COMPANY RELEASE  |  THURSDAY, 22 APR 2010
Geoff Lloyd, former general manager of advice at BT Financial Group, has joined Perpetual as group executive of private wealth. He will lead the organic and inorganic growth of Perpetual's financial advice business which currently has $8.6 billion in ...

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
... the handing of awards to their best practices and financial advisers in 2009. Brad Cooper, chief executive of BT Financial Group, the wealth management business of Westpac, and Neil Younger, head of dealer groups and Licensee Select, announced the awardees ...

BT/Advance multi-manager makes stronger global push

MICHELLE BALTAZAR  |  FRIDAY, 16 APR 2010
Advance Investment Solutions, the combined BT Financial Group and Advance multi-manager teams following the Westpac/St. George merger, has completed a year-long review of its manager list, and the new line-up is more global in flavour. Patrick Farrell ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
BT Financial Group (BTFG) has restructured its senior executive team following the resignation of Geoff Lloyd, former chief executive of St.George Wealth Management and the group's general manager. The company statement did not disclose the reasons ...

Asgard spends big on platform upgrades

MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
BT Financial Group-owned Asgard has spent more money on its investment platforms in the past 18 months than ever as part of a strategy that will see its Master Trust, Elements and eWrap platforms move under the one administration platform. Wayne Wilson ...

BT Super for Life hits the mark

MICHAEL HOBBS  |  THURSDAY, 18 MAR 2010
BT Financial Group won 5,000 new BT Super for Life customers in just six weeks through Westpac-owned channels Bank SA and St.George Bank. Melanie Evans, head of superannuation at BT Financial Group, said the successful campaign are due to the bank's ...

ING buys 20pc stake in Fortnum

PRESS RELEASE  |  THURSDAY, 11 MAR 2010
ING Australia has taken a 20 per cent stake in Ray Miles' Fortnum Financial Group but Miles said the backing will not affect the practice's business structure. Ray Miles, former Genesys Wealth Advisers managing director and now executive chair at Fortnum ...

Shadforths appoints QLD general manager

COMPANY RELEASE  |  THURSDAY, 4 MAR 2010
Shadforth Financial Group has hired a general manager and a senior private client adviser, both Queensland-based, as the planning group continues to search for other firms and advisers to join its ranks. Former head of advice at Tynan Mackenzie, John ...