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Showing 201 - 210 of 923 results for "BT Financial"

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.

NEOS continues recruitment drive

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... Erfan, with more than eight years' experience in life insurance, is the manager for NSW. He previously worked at BT Financial Group and ANZ. NEOS has made several appointments in the last six months. Its total workforce currently stands at 40.

Remediation to hit Westpac earnings

HARRISON WORLEY  |  MONDAY, 25 MAR 2019
... Westpac also said it would commence remediation for customers of authorised representatives still operating under BT Financial Group licences, but flagged difficulties in determining remediation for customers of advisers who no longer operate under BTFG's ...

Challenger super fund names advisory board

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2019
... AMP director of savings and retirement, and a director of Impact Investment Partners. TOMORROW Super, led by former BT Financial Group executive Wes Hall, appointed three industry executives to its newly-created advisory board to work closely with the ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
Westpac is realigning its wealth strategy and BT Financial Group will cease as a standalone division. The group has also agreed to sell a number of advisers to Viridian Advisory. BT Financial Group will cease to be a standalone division of Westpac Group. ...