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Showing 11 - 20 of 31 results for "Kathy Vincent"

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... is the platform we'll have tomorrow," he said. The decision to retain the business coincides with its head, Kathy Vincent, departing for a new role as chief of retirement at Australian Retirement Trust. "Kathy has made a fantastic contribution to ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... named a BT executive as its new chief of retirement, set to join the $240 billion superannuation fund in December. Kathy Vincent takes the newly created post to focus on implementing ART's retirement strategy, and lead all aspects of the fund's ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... followed by BT Panorama which has 10.3% and Macquarie Wrap with 8.6% market share. Chief strategy and product officer Kathy Vincent said: "Jason is the right fit for the team at the right time. He has enormous respect with our people and advisers and ...

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... and best financial interests of all fund members, it said. In a statement, BT chief strategy and product officer Kathy Vincent said: "With our corporate and personal superannuation business merging with Mercer, BT is simplifying the way we operate by ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... look through to the underlying client from a tax perspective," Mather said. BT chief strategy and product officer Kathy Vincent added that the Wrap was transformative and helped advisers manage their clients' money and engage in a way they hadn't been ...

BT adds to platform business leadership

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
... through significant change, including MLC's merger with IOOF." BT managing director of platforms and investments Kathy Vincent said she is delighted to have Cosentino join the team. "She has an impressive track record in putting advisers and their clients ...

BTFG names chief customer service officer

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
... as the chief executive of Allianz Retire+ after three and a half years as of October 2021. BT managing director Kathy Vincent reports to Rady. Melinda Howes, who finished up as managing director of superannuation at BT in December, worked at the banking ...

BT appoints chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 SEP 2021
... resigned from Allianz Retire+ in July this year following about three years in the role. BT's managing directors Kathy Vincent and Melinda Howes will both now report to Rady.

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... payments, automatic portfolio rebalancing and cash sweeps. Managing director platforms, investment and operations, Kathy Vincent, said she understood the difficulty this caused some of BT's valued advisers and clients. "This was not good enough and we ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... to thank them for their support during this period," BT managing director, platforms, investments and operations Kathy Vincent said. "We are excited about welcoming the 2000 advisers who have just migrated to BT Panorama, and helping them realise the ...