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Showing 251 - 260 of 846 results for "BT Financial group"

Funds management veteran joins First State Super

KARREN VERGARA  |  TUESDAY, 31 JUL 2018
... Stewart was appointed to lead MetLife Australia in 2014. Prior to this, she held senior leadership roles with BT Financial Group and Merrill Lynch Investment Management. First State Super provides superannuation and advice to more than 800,000 members ...

BTFG will pay back grandfathered commissions to customers

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
BT Financial Group will pass on the benefit of banning grandfathered commissions to its clients instead of retaining it, the Financial Services Council Summit heard. BT Financial Group general manager advice Michael Wright told Financial Standard the ...

Member takes $50 billion industry fund to court

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUL 2018
... Australia represented about half of all super funds under management, with the largest super fund signatories being BT Financial Group, AustralianSuper and Colonial First State. In a statement, Rest said it is unable to comment on ongoing legal matters ...

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 ...