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| | ... before becoming head of commercial office and head of transformation office. Before Iress, she held senior roles at BT Financial Group and other advice practices. The wealth management unit's chief executive Harry Mitchell said: "Kelli and Amara ... |
| | | ... closely with him," she said. Additionally, Hicham Mourad has been promoted to chief technology officer. Hailing from BT Financial Group, he joined the firm in 2020 as general manager of information technology before being seconded to head the group's ... |
| | | ... fintech and institutional firms including SS&C, Bravura, Blackrock Solutions, Macquarie Bank, Colonial First State, and BT Financial Group. Donohoe said: "Enda's deep understanding of design thinking, cloud-based platform expansion and proven ability ... |
| | | BT Financial Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about ... |
| | | ... South Wales and the ACT for close to two years. He has also previously held distribution roles with AIA Australia and BT Financial Group, and also served as a claims assessor at AXA. Innova managing director and co-chief investment officer Dan Miles ... |
| | | BT Financial Group has been forced to suspend distribution of three of its Advance Asset Management funds for having non-compliant, "broadly drafted" target market determinations (TMDs). ASIC issued interim stop orders to BT and Advance Asset Management ... |
| | | ... institutional business at Perpetual. She's also served as head of distribution and marketing for investment solutions at BT Financial Group. Meanwhile, Durston has a deep knowledge in super and investments, acquired over more than 30 years, a Prime Super ... |
| | | ... licence to operate a RSE under the Superannuation Industry (Supervision) Act 1993. Australian Ethical Investment, BT Financial Group, Challenger, Clearview Wealth, Colonial First State Investments, Equity Trustees Superannuation, HUB24, Macquarie Investment ... |
| | | ... with over 20 years' experience in Australia and the UK." "Chris has held a range of senior distribution roles within BT Financial Group (BT), most recently as head of distribution. He'll bring deep experience in practice transformation, tech and managed ... |
| | | ... financial officer and chief financial officer of the funds' management business. She has also held senior roles at BT Financial Group and AXA Sun Life Insurance. Challenger managing director and chief executive Nick Hamilton welcomed Bell back. "Her ... |
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