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Showing 661 - 670 of 935 results for "BT Financial"

Rainmaker reveals 2011 Sales & Marketing Excellence Awards

MATT WOODINGTON  |  THURSDAY, 14 JUL 2011
... Winner: Challenger - Future-proof your retirement A, AXA Australia - AXA - North managing risks in retirement A, BT Financial Group - BT Insurance - life lessons A, Challenger - "Real Stories" Best Direct Mail of the Year (Print Division) Winner: CommInsure ...

Licensee Select new manager

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
BT Financial Group's Licensee Select said its "unprecedented growth" has resulted in the appointment of former AMP Financial Planning senior to the role of manager, operations and service delivery. Simon Dutton will be responsible for the ongoing delivery ...

Securitor signs up merged planning group

MATT WOODINGTON  |  TUESDAY, 5 JUL 2011
... Minchin Moore Private Wealth, a six strong advisory team with $400 million in assets under management, has signed up to BT Financial Group's Securitor network. The private wealth boutique was created through the merger of Minchin Private Wealth, which ...

ANZ Wealth names head of finance

ELISE BURGESS  |  WEDNESDAY, 29 JUN 2011
ANZ Wealth has secured former BT Financial Group and Westpac heavyweight, John Frechtling, as its head of finance and chief financial officer for OnePath. Frechtling will occupy both roles starting on July 4. Prior to joining ANZ Wealth, Frechtling ...

BT Wrap releases AdviserNETgain integration

ELISE BURGESS  |  WEDNESDAY, 1 JUN 2011
BT financial planners now have access to an in-depth integration between investment platform BT Wrap and online planning solution AdviserNETgain, with new systems to raise efficiency. AdviserNETgain, which has over 2,000 users, allows advisers to produce ...

Boutique incubator targets Asian wealth

MATT WOODINGTON  |  MONDAY, 30 MAY 2011
... the domestic bucket of around $50 billion. Ascalon, which is 100 per cent owned by Westpac Banking Corporation and BT Financial Group, has appointed Chuak Chan to establish the Asian business. Chan was formerly chief operating officer at Segantii Capital ...

BTFG new head of prac mgmt

ELISE BURGESS  |  MONDAY, 30 MAY 2011
BT Financial Group has appointed its new head of practice management with plans to expand its key planner services. Wes Hall will lead of team of 104 that will conduct reviews and consider products, quality and compliance across all BT brands with regulatory ...

Advisers hampered by conflicted platforms

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... owned by product providers such as MLC and NAB Wealth (National Australia Bank), AXA/AMP, Colonial First State or BT Financial Group (Westpac). Connie McKeage, chief executive of OneVue, said the big institutionals spent a lot of money on advertising ...

FIA growth leads to Licensee Select

ELISE BURGESS  |  MONDAY, 23 MAY 2011
Financial Index Australia (FIA) has moved in-house services to BT Financial Group's Licensee Select for its licensee solutions, citing strong growth for the outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will ...

BT adopt retirement strategy with new head

RACHEL DAVIS  |  THURSDAY, 19 MAY 2011
BT Financial Group is positioning itself with a holistic and integrated approach with the appointment of new head of retirement, Rodney Greenhalgh. Partnering with its banking and advisory networks, the firm said it will offer solutions to suit its ...