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Showing 721 - 730 of 1853 results for "Financial Group"

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
Westpac is realigning its wealth strategy and BT Financial Group will cease as a standalone division. The group has also agreed to sell a number of advisers to Viridian Advisory. BT Financial Group will cease to be a standalone division of Westpac Group. ...

TAL goes back-to-back at AFA awards

HARRISON WORLEY  |  MONDAY, 18 MAR 2019
... Plan saw the insurer take out the term life/TPD category. The trauma and critical illness category was won by BT Financial Group for its Protection Living Plus Plan. MLC Life was recognised in income protection, thanks to its Insurance Income Protection ...

Countdown to 2019 FICAP Rockstar

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2019
... constructive participants in society (and by extension the economy)," FICAP organising committee founding member and BT Financial Group head of investment research and governance Marnie McLaren said. "With 43 sponsors on board for this year's event ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... review and remediation programs of Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services and Meritum Financial Group are expected to finish by the end of 2020. JB Were has not advised ASIC of when it will complete its review, and neither ...

Slow but steady: SMSF growth continues

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... retail competitors. Retail wealth groups made up six of the biggest groups impacted by outflows. Wealth giant BT Financial 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 ...

AMP Capital appoints multi-asset investment chief

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... Alliston spent four years as Apostle Asset Management's investment director. She also spent 16 years at BT Financial Group (formerly Rothschild Asset Management), including as head of investments and chief operating officer of investments.

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.

Former ASFA chair sees new EQT role

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... superannuation practices areas of leading national law firms. Additionally, Everingham has spent time with BT Financial Group and Mercer, as a senior lawyer and head of legal respectively. EQT managing director Mick O'Brien said Everingham's ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... training and education. Separately, Dianne Bainbridge of Gold Financial Services - whose licensee is Securitor Financial Group - has had her membership and Financial Planner AFP designation suspended for six months after a former client made a complaint ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. He was Village Roadshow Corporation's ...