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Showing 1591 - 1600 of 1857 results for "Financial Group"

Clients listen, but switch anyway

RUTH LIEW  |  THURSDAY, 16 APR 2009
... their planner, according to a new Securitor survey. Geoff Lloyd, general manager, advice and private banking BT Financial Group, said 78 per cent of Securitor advisers are servicing clients who are openly listening and taking the advice of planners about ...

BT alters intl fixed interest mandates

MICHAEL HOBBS  |  THURSDAY, 16 APR 2009
BT Financial Group has broadened the international fixed interest mandates with two investment managers to take advantage of opportunities in global credit and mortgage backed assets. Patrick Farrell, BT Financial Group head of investments, said instead ...

Macquarie buys remaining Olicc shares

MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
... across the technology space," said Darelle Jenkins, Coin managing director. Life insurance firm Asteron, Shadforth Financial group and Professional Investment Services have all adopted Olicc Technologies software since Macquarie Group bought into the ...

Disclosing conflicts not enough: APRA

ALEX DUNNIN  |  TUESDAY, 7 APR 2009
... the way the industry operates. Examples of conflicts, according to APRA, are where the trustee forms part of a financial group, where someone is a trustee on more than one entity, where trustees or licensees have a stake in a service provider and where ...

Lonsdale provides practice tools

COMPANY RELEASE  |  MONDAY, 6 APR 2009
Lonsdale Financial Group has launched a new practice management tool to help the group's financial planners to make their businesses more efficient and improve their overall service to clients. The group's practice management division, Catalyst Strategic ...

Sovereign adds two principals

PRESS RELEASE  |  WEDNESDAY, 25 MAR 2009
... position at Sovereign Investment Research, Peterson was chief investment officer and chief risk officer at Everest Financial Group. As principal, he will be responsible for investment structures and manager research and analysis. Meanwhile, Murdoch also ...

BT Super for Life hits 100,000 members

MICHAEL HOBBS  |  TUESDAY, 24 MAR 2009
BT Financial Group's BT Super for Life product has broken the 100,000 member mark in just 18 months. Melanie Evans, BT Financial Group head of superannuation and investments, said low fees and linking super accounts to online banking had attracted customers ...

Market Wrap - Morning

AAP  |  TUESDAY, 17 MAR 2009
... average gained 1.8 per cent on Monday to post its highest close in a month, with banks such as Mitsubishi UFJ Financial Group jumping amid easing fears about the health of US lenders. The Nikkei-225 index added 134.87, or 1.78 per cent, to 7,704.15 points. ...

BT revamps wrap for equities

RUTH LIEW  |  THURSDAY, 12 MAR 2009
BT Financial Group is heeding its advisers' calls for more efficient equities trading and recently unveiled a three-year program to rework the BT Wrap platform. The three year program, which begins next Monday, will include the introduction of bulk ...

Bell profit hit by bad markets

MICHAEL HOBBS  |  TUESDAY, 24 FEB 2009
Stock broking and financial advisory firm, Bell Financial Group, saw profit after tax fell almost 60 per cent to more than $14 million last year. The group posted more than $175 million in revenue for the 12 months to December last year, down more than ...