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Showing 421 - 430 of 1851 results for "Financial Group"

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament to ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
Sequoia Financial Group announced the appointment of three executives to bolster its national advice network. Barry Strapps has joined as regional manager for South Australia and Western Australia. He joined InterPrac last year and prior to that worked ...

Mason Stevens builds on distribution capabilities

JAMIE WILLIAMSON  |  MONDAY, 14 FEB 2022
... manager at HUB24, a role he held for about three years. Prior to that he was a business development manager at BT Financial Group, working within its platform business. He has also held roles with ImmerQi and spent more than eight years in business development ...

AustralianSuper appoints retirement solutions lead

KARREN VERGARA  |  WEDNESDAY, 9 FEB 2022
... brand and strategy. Prior to Club Plus, he worked at UK fund manager Legal & General Investment Management, BT Financial Group and IAG.

Hamish Douglass takes leave of absence

CHLOE WALKER  |  MONDAY, 7 FEB 2022
... "turnaround companies", claiming they make it difficult for fund managers to be profitable. In December 2021, Magellan Financial Group has lost a key mandate from UK wealth manager St James' Place. Following the loss, Morningstar cut its fair value ...

Magellan shuns turnaround companies

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
Magellan Financial Group chair Hamish Douglass continues to take a contrarian stance by shunning "turnaround companies", claiming they make it difficult for fund managers to be profitable. A company in the process of turning around its operations are ...

UniSuper adds three executives

JAMIE WILLIAMSON  |  THURSDAY, 3 FEB 2022
... prior to which she held roles with First Abu Dhabi Bank, Westpac, Commonwealth Bank, Colonial First State and BT Financial Group. "UniSuper has such a strong story to tell - with a history of strong long-term performance* and low fees. I look forward ...

ClearView welcomes chief risk officer

KARREN VERGARA  |  TUESDAY, 1 FEB 2022
... 18 months at NAB, Reece spent more than five years at the Westpac Group, the majority of which she served as BT Financial Group's head of risk and compliance for superannuation, investments, platforms, and operations. She also held senior risk and compliance ...

The future is bright for BT: Rady

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... the industry exodus and the company's own challenges in 2021, financial advisers are increasingly turning to BT Financial Group. Speaking with Financial Standard recently, BT Financial Group chief executive Matt Rady said the group hasn't seen a reduction ...

BTFG names chief customer service officer

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
BT Financial Group appointed a long-serving Westpac executive as its chief customer service officer. Georgina Croft spent 12 years at the Westpac Group, serving in several executive roles that included chief operating officer for the insurance businesses ...