The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 31 - 40 of 894 results for "BT Financial"

Allianz Retire+ welcomes head of technical services

CHLOE WALKER | MONDAY, 9 OCT 2023

... roles across product development, regulatory change, operations, and sales functions at institutions including AMP, BT Financial Group, Kaplan Professional Australia, AXA, and AIA. Most recently, she served at MLC Life head of technical services, research ...

Morningstar manager selection services lead exits

KARREN VERGARA | FRIDAY, 29 SEP 2023

... time working at the Commonwealth Bank as national technical manager and senior financial planner before moving to BT Financial Group as its head of technical services. He then returned to CBA in September 2007 where he was an executive manager of research ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON | TUESDAY, 19 SEP 2023

... assist with establishing two offshore offices. Joining XV Capital as chief operating officer and partner is former BT Financial Group head of investment research and governance Marnie McLaren, based in Sydney. McLaren was with BT for 13 years before ...

ClearView welcomes chief of staff

CASSANDRA BALDINI | MONDAY, 18 SEP 2023

... portfolio and enterprise operations manager. Leong also held roles within the platforms and investments businesses at BT Financial Group. "Sharon is a respected financial services leader with extensive experience in strategy and business planning," Gooderick ...

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 ...

PAGE:

First Sentier expands mandate with Northern Trust

MATTHEW WAI | 11:13AM

Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN | 11:10AM

The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN | 11:08AM

The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN | 12:02PM

Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

Videos

Brought to you by

Gearing up

Entering a new era

Confidence guaranteed

Recipe for retirement readiness

Under the hood

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

FEB

Advisers Big Day Out - Melbourne

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE