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| | | Westpac-owned BT Financial Group is the latest group to confirm new minimum education requirements for its financial advisers, responding to mounting pressure from consumers, associations and a Senate Economics Committee report. Similar to the new rules ... |
| | | | ... financial institutions using the service. These include NAB Asset Servicing, netwealth, IML, EQT, Goldman Sachs, BT Financial Group, Hyperion, Fidelity, UBS, and IOOF. The announcement comes as the Murray inquiry into the financial system has called ... |
| | | | BT Financial Group boutique asset manager Ascalon Capital Managers has acquired a minority stake in Morphic Asset Management. Ascalon's involvement is intended to expand the business significantly, particularly through its global distribution capability. ... |
| | | | ... services, including 11 years in business and practice development roles with ING Australia, Colonial First State, and BT Financial Group. AFA chief executive Brad Fox said that "her role as CCO [Fuchs] will be able to further grow and develop the AFA's ... |
| | | | ... must be at the heart of the profession. If you do that, the deed is done." Helmich was joined in the discussion by BT Financial general manager of advice Mark Spiers and AFA chief executive Brad Fox. All three agreed that the intense scrutiny on the ... |
| | | | ... Vincent's Health." "Jan had a successful executive career in banking, capital markets and life insurance with Westpac, BT Financial Group, County NatWest, Citigroup and Mercantile Mutual. She has gained valuable experience through her board positions ... |
| | | | BT Financial group has appointed a former Financial Services Council (FSC) executive to the role of key account manager in its adviser distribution team. Former Financial Services Council (FSC) senior manager of policy and advice Cecilia Storniolo has ... |
| | | | ... Services Council (FSC) senior policy manager for advice Cecilia Storniolo left the organisation last week to join BT Financial Group. An FSC spokesperson confirmed that the departure is unrelated to FSC chief executive John Brogden's decision to leave ... |
| | | | BT Financial Group chief executive Brad Cooper said raising adviser education standards is not enough and demanded that consumers be able to get full access to information about all Australia's financial planners. "Education is critical but assessed ... |
| | | | BT Financial Group's has become the first Australian company to launch a platform supported by Zurich-based IT company Avaloq's Banking Suite. Avaloq is providing what it described as the "core technologies" for BT's new Panorama operating system. The ... |
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