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Showing 21 - 30 of 880 results for "BT Financial"

Platinum AM reports almost $1bn in outflows

ANDREW MCKEAN  |  FRIDAY, 8 SEP 2023
... Garnsey, effective at the close of the company's annual general meeting on November 8. She will be succeeded by former BT Financial head of equities Cathy Covaks, who takes on the role starting November 6. In a letter to shareholders, Magellan chair ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... senior investment consultant. Mauceri has held senior roles with MLC Asset Management, NAB Wealth, ANZ Wealth and BT Financial Group. The article first appeared in Industry Moves.

Aware Super hires business development lead

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
... head of strategic accounts and sales strategy, and head of national sales strategy. Jarvis also previously worked at BT Financial Group as its head of corporate super and spent over two years at MLC as its head of product in the super division. Aware ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... fintech and institutional firms including SS&C, Bravura, Blackrock Solutions, Macquarie Bank, Colonial First State, and BT Financial Group.

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... 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 ...

ClearView strengthens leadership team

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... 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 ...

Ignition Advice appoints chief platform, technology officer

ANDREW MCKEAN  |  THURSDAY, 6 JUL 2023
... 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 ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
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 ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... 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's Advance AM hit with stop orders

JAMIE WILLIAMSON  |  FRIDAY, 17 MAR 2023
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 ...