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Showing 251 - 260 of 843 results for "BT Financial group"

Future of superannuation leads FSC Summit

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... Productivity Commission deputy chair Karen Chester who wrote the report, as well as executives from Mercer, BT Financial Group and Australian Unity.

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
BT Financial Group is introducing a new fee structure for BT Panorama and offering a compact version of the platform. It is also releasing an online adviser services hub later this year. BTFG announced a raft of changes to its platform offering today ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... sensitive investment opportunities, with decisions able to be actioned earlier thanks to the new functionality. BT Financial Group head of platforms product development Anil Sagaram said the new functionality would help advisers provide timely advice. ...

Macquarie axes grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
... of grandfathered commissions to financial advisers working within its wealth management division. Following BT Financial Group's lead, Macquarie has said it will discontinue the practice of advisers within its private bank and private wealth divisions ...

BTFG adviser distribution team reshuffles

DARREN SNYDER  |  THURSDAY, 21 JUN 2018
BT Financial Group head of adviser distribution Jo Moxey is leaving her role to pursue another opportunity within Westpac. A BTFG spokesperson confirmed the move this morning and said the group is proposing further changes inside its adviser distribution ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... obligations, particularly the requirement to provide a Statement of Advice to SMSF clients. Research released by BT Financial Group around the same time showed 71% of accountants didn't view securing an AFSL as a priority, even though the survey ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... Bank of Melbourne and BankSA network will no longer be paid on BT products or those from other institutions. BT Financial Group confirmed its advice division will still honour contractual agreements with external advisers currently receiving grandfathered ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... - member app Social Media Campaign of the Year: Australian Ethical - Australian Ethical Charter Finalists: BT Financial Group - Define Your Future StatePlus - 3Cs Zurich - Facebook Energy Super - Putting the Energy into Super Video Campaign of the Year ...

Perpetual names interim chief

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
... executive and managing director. Before Perpetual, Lloyd was general manager of advice and private banking with BT Financial Group, and served as group executive of wealth management at St. George Bank. Green has been with the company since 2006 and ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two topics: distributing capital gains tax exempt proceeds out of a company structure ...