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Showing 11 - 20 of 353 results for "ASGARD"

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... frequently used by advisers are Colonial First Choice, BT Panorama and Macquarie Warp, Perpetual WealthFocus, North and Asgard.

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... consolidating its remaining superannuation offerings, including shutting down the Retirement Wrap RSE and transferring all funds to Asgard Independence Plan Division Two.

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... announcement in May 2022. At the time, BT made clear the deal didn't include any of the super products held on the Panorama or Asgard platforms. Now, BT is going to close the Retirement Wrap super fund which underpins BT Panorama Super. Effective ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... funds into Mercer in the first half of next year; the agreement does not include superannuation held on the Panorama or Asgard platforms. The Westpac Group Super Plan is included in the deal which will see a total of $37.8 billion in funds transferred. ...

Allianz Retire+ bolsters executive team

CHLOE WALKER  |  MONDAY, 26 SEP 2022
... better outcomes for all Australian retirees," he said. With over 28 years in financial services, Stewart began his career at Asgard, before moving to Colonial first state and IOOF. Most recently, he was head of adviser services at Ausiex after over a ...

Four MySuper products fail for second time: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2022
... standard fees, more investment choice and broader members services." Last year, BT's MySuper option failed alongside ASGARD Employee MySuper, which was also a BT product. Following that, BT merged the ASGARD product into the BT MySuper option. That ...

MSC Trustees appointed by Alceon

CHLOE WALKER  |  TUESDAY, 26 JUL 2022
... two funds comprise funds under management of $660 million and are available on a variety of platforms including BT Wrap, Asgard and Netwealth. The Alceon Australian Property Fund has operated since 2011 and comprises a hybrid portfolio of listed and ...

Westpac offloads BT super funds to Mercer

JAMIE WILLIAMSON  |  THURSDAY, 26 MAY 2022
... funds into Mercer in the first half of next year; the agreement does not include superannuation held on the Panorama or Asgard platforms. The Westpac Group Super Plan is included in the deal which will see a total of $37.8 billion in funds transferred. ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... through its next phase of growth. He brings an extensive knowledge of platforms, corporate structuring and advice having led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC." "He is also highly respected by dealer groups and financial planners and ...

BT Funds Management fined $20m

JAMIE WILLIAMSON  |  FRIDAY, 8 APR 2022
... they were banned. BT Funds Management charged insurance premiums that included commissions to close to 10,000 members of Asgard Independence Plan Division Two through to 2020, despite them having been banned under the Future of Financial Advice reforms ...