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Showing 151 - 160 of 877 results for "BT Financial"

Banks push to leave vertical integration on the table

HARRISON WORLEY  |  WEDNESDAY, 10 APR 2019
... was the only big four bank still wholly committed to wealth management - decided to exit personal advice, bringing BT Financial Group in-house and selling a number of financial advisers to Viridian Advisory. "ABA members have different strategies in ...

Financial advice exit a boon for the industry: Poll

KARREN VERGARA  |  MONDAY, 8 APR 2019
... that Westpac will no longer provide personal financial advice and shift to a referral model; it will also reposition BT Financial Group as a standalone division. In handing down the banking Royal Commission final report, Commissioner Kenneth Hayne stopped ...

IOOF appoints head of advice governance

HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... until the end of April, in order to ensure an orderly transition to Flynn. Flynn joins IOOF after almost 12 months at BT Financial Group, where he led Westpac's large-scale structured advice remediation program. Previously, Flynn served at van Eyk ...

Wealth heavyweights join FSC board

HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... executive, group chief investment officer and current FSC director David Bryant will replace outgoing deputy chair and BT Financial Group boss Brad Cooper, who leaves the council after nine years. The FSC thanked Cooper for his contribution to the council ...

Managed accounts grow, but education remains low

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... solution, and 40% recognising a lack of client education as a barrier to entry. Speaking at a roundtable yesterday, BT Financial Group head of managed accounts Zac Leman said the breadth of terminology used by different platform providers wasn't ...

BlackRock names new Australasia head

KARREN VERGARA  |  WEDNESDAY, 3 APR 2019
... to Hong Kong to lead distribution efforts throughout Asia Pacific. Prior to this, Landman was chief executive of BT Financial Group subsidiary Ascalon Capital Managers for almost four years. He also held senior roles at Challenger Funds Management and ...

FEW recognises Thalia Stanley Group founder

KARREN VERGARA  |  MONDAY, 1 APR 2019
... positive progression of women in financial services over the last year. WA Super chief executive Fabian Ross and BT Financial Group business engagement director, and The Stella Network founder Julia Newbould were nominated alongside Mays. Melbourne-based ...

Financial services industry digs deep for charity

ELIZABETH MCARTHUR  |  MONDAY, 1 APR 2019
... Returning Talent went to Heena Geronimo from Profusion. Marnie McLaren, head of investment research and governance at BT Financial Group said: "The FICAP committee and our charities are absolutely thrilled with the funds raised this year which will help ...

Industry fund chair joins QIC

JAMIE WILLIAMSON  |  FRIDAY, 29 MAR 2019
... experience across investment management, superannuation and investment banking. He is a former chief investment officer of BT Financial Group and former chair of Argo Investments. He is also currently chair of the Wayside Chapel in Sydney. Commenting ...

Heffron reshuffles leadership

HARRISON WORLEY  |  FRIDAY, 29 MAR 2019
... SMSF specialist in its education team. Sillar was previously a senior marketing manager in wealth transformation at BT Financial Group, and Denham joined in March from Focus Wealth. Earlier, Denham was the head of technical services at Challenger.