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Showing 751 - 760 of 1853 results for "Financial Group"

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
... advice technology provider Decimal, IOOF's corporate trust business Australian Executor Trustees, and Madison Financial Group in April. Chief executive Phillip Kingston said the acquisition will play an important role in Sargon's growth strategy ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... into fixed interest. BTFG proposes advice restructure In September it was revealed by Financial Standard that BT Financial Group was reviewing its business model for salaried financial advisers, resulting in significant redundancies. Among a raft of ...

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... no longer accept grandfathered commissions from NAB Wealth super and investment product providers. Earlier, BT Financial Group announced it will scrap grandfathered commissions on 140,000 customer accounts, taking a $40 million hit to earnings. ANZ is ...

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
A senior business development manager from managedaccounts.com.au moves to BT Financial Group. After 10 years of working as a business development manager at managedaccounts.com.au, in charge of NSW and Queensland clients, Paul La Macchia is taking ...

Multiforte founder takes AFA Inspire lead

HARRISON WORLEY  |  TUESDAY, 18 DEC 2018
... group's leadership ranks. McCallum also chairs the NSW Council of FINSIA, and has held various senior roles at BT Financial Group, Westpac, CBA and State Street prior to launching Multiforte. McCallum said she was attracted to the energy of AFA Inspire ...

Centrepoint Alliance boosts executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... the role of group executive of people and transformation. He is a former director of marketing services at BT Financial Group and has also previously held roles with Perpetual and Macquarie. He worked as an independent consultant in the financial services ...

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... from September 2017 until July 2018. Her previous experience includes several consulting roles at Fundhost, BT Financial Group, and Deutsche Asset Management. Mercer institutional wealth partner Richard Boyfield said Jacques' appointment will strengthen ...

CFS retail sales lead joins global boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... prior to which he was national manager of alliances for four years. He also previously held roles with Asgard, BT Financial Group and Russell Investments. A spokesperson for Colonial First State confirmed that Abernethy departed the business in late ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
... opportunities afoot for the ASX-listed business, including an entry into funds management. Addressing the Spring Financial Group annual general meeting in Sydney this morning, managing director Keith Cullen said 2017 changes to superannuation rules and ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... highest performing student in the final unit of the CFP Certification Program, went to John Dacker from Shadforth Financial Group. As for the FPA University Student of the Year, Mary Hadgis from the University of South Australia won in recognition of ...