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Showing 31 - 40 of 157 results for "BTFG"

Slow but steady: SMSF growth continues

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... Group was the hardest hit when it came to SMSF flows, losing about $1.045 billion to the SMSF sector. In the same period, BTFG gained just $120 million - a net loss of $925 million. MLC lost $710 million; $600 million flowed out of AMP; while First State ...

Advice group appoints general manager

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... BT Financial Group to fill a newly-created general manager role. Sonya Choi La Rosa is joining Paragem after six years at BTFG. She has 20 years' leadership experience, including senior roles at Mercer and Citi Smith Barney (now Morgan Stanley Wealth ...

BTFG restructure sees corporate super lead exit

JAMIE WILLIAMSON  |  FRIDAY, 15 FEB 2019
The head of corporate superannuation at BT Financial Group will depart following a strategic review. BT Financial Group has confirmed to Financial Standard it will merge its superannuation distribution teams "to maximise the expertise across all BT ...

Best-in-show splits industry

KARREN VERGARA  |  FRIDAY, 11 JAN 2019
... members and for new entrants to the workforce is something BT supports, she said. At the time the draft report was released, BTFG chief executive Brad Cooper backed the idea of establishing an expert panel to select the best funds to help guide consumer ...

IRESS lead moves to Chi-X

KANIKA SOOD  |  THURSDAY, 10 JAN 2019
... over 10 years of experience in business and product development within financial services. His previous roles have included BTFG/Westpac Online Investing's product development manager and First Prudential Markets' responsible manager and product ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... total masterfunds market ($380 billion), platforms ($343 billion) and master trusts ($137 billion) and the big four dominate. BTFG has the biggest slice of the pie, administering about with $157 billion in FUM (18% of the $860 billion market). It is ...

Saxo chief departs for BT

HARRISON WORLEY  |  MONDAY, 7 JAN 2019
... about three years, announced his departure from the banking group in a LinkedIn post last week, and said his new role at BTFG would see him work across Westpac's private banking teams. "From January 14th I will join BT Financial Group as Director ...

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... understand. ASIC's interpretation of how general advice can be offered would be a bad policy outcome for Australians." BTFG chief executive Brad Cooper also said at the time : "We reject ASIC's legal interpretation that some customers may have ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... a Labor Government seemingly firming, one fund manager suggested investors should prepare by moving into fixed interest. BTFG proposes advice restructure In September it was revealed by Financial Standard that BT Financial Group was reviewing its business ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
UBS will use Morningstar to provide securities pricing and industry news on its platform that five large superannuation funds use for their direct investment options. In an arrangement signed off six weeks ago, Morningstar replaced Reuters, which had ...