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Showing 511 - 520 of 935 results for "BT Financial"

Institutions' bid to raise adviser education not genuine: FSU

LAURA MILLAN  |  MONDAY, 8 SEP 2014
... consumers. The FSU acknowledged that Commonwealth Bank (CBA), National Australia Bank (NAB), AMP Group A and Westpac-owned BT Financial Group have announced significant increases to their advisers' minimum education standards. However, the union noted ...

RARE joins Calastone network

MARK SMITH  |  TUESDAY, 2 SEP 2014
... financial institutions using the service. These include NAB Asset Servicing, netwealth, IML, EQT, Goldman Sachs, BT Financial Group, Hyperion, Fidelity, UBS, IOOF and, most recently, Dimensional Fund Advisors. Calastone Australia's managing director ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
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 ...

Dimensional latest to join Calastone network

MARK SMITH  |  THURSDAY, 21 AUG 2014
... 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 ...

Ascalon acquires stake in Morphic AM

STAFF WRITER  |  THURSDAY, 14 AUG 2014
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. ...

AFA appoints chief commercial officer

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... 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 ...

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
... 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 ...

Mercer appoints two independent directors

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
... 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 makes key distribution role appointment

LAURA MILLAN  |  MONDAY, 28 JUL 2014
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 ...

FSC's Storniolo leaves to join BT

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... 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 ...