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Search ResultsShowing 61 - 70 of 100+ results for "BT Financial Group"
Netwealth opens new office, grows team
ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... Netwealth is opening a new office and expanding its national distribution team with the addition of a former BT Financial Group senior sales manager. The new office will be in Adelaide and manned by Andrew Dwyer, its newly-appointed senior distribution ...
Rush of advisers sign up before FASEA deadline
ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
... market performance, local and international platform funds under advice was down for the December 2018 quarter. BT Financial Group remains the largest ownership group in the platform market with $139 billion in funds under advice, which accounts for ...
Westpac appoints acting advice GM
JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... of work to do," he said. Westpac announced last month it was exiting personal financial advice and bringing BT Financial Group back in-house. The move will see the departure of Westpac consumer bank chief executive George Frazis and BT Financial Group ...
$1.5bn pulled from Pendal
KARREN VERGARA  |  FRIDAY, 12 APR 2019
... the end of March, up $8.1 billion over the quarter. Westpac will redeem the $1.5 billion from its Westpac/ BT Financial Group legacy books, which had about $20.5 billion in FUM. The bank announced in March that BTFG will cease to be a standalone division ...
Banks push to leave vertical integration on the table
HARRISON WORLEY  |  WEDNESDAY, 10 APR 2019
... only big four bank still wholly committed to wealth management - decided to exit personal advice , bringing BT Financial Group in-house and selling a number of financial advisers to Viridian Advisory. "ABA members have different strategies in relation ...
Financial advice exit a boon for the industry: Poll
KARREN VERGARA  |  MONDAY, 8 APR 2019
... Westpac will no longer provide personal financial advice and shift to a referral model; it will also reposition BT Financial Group as a standalone division. In handing down the banking Royal Commission final report, Commissioner Kenneth Hayne stopped ...
IOOF appoints head of advice governance
HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... end of April, in order to ensure an orderly transition to Flynn. Flynn joins IOOF after almost 12 months at BT Financial Group, where he led Westpac's large-scale structured advice remediation program. Previously, Flynn served at van Eyk where he ...
Wealth heavyweights join FSC board
HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... group chief investment officer and current FSC director David Bryant will replace outgoing deputy chair and BT Financial Group boss Brad Cooper, who leaves the council after nine years. The FSC thanked Cooper for his contribution to the council, noting ...
Managed accounts grow, but education remains low
HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... solution, and 40% recognising a lack of client education as a barrier to entry. Speaking at a roundtable yesterday, BT Financial Group head of managed accounts Zac Leman said the breadth of terminology used by different platform providers wasn't ...
BlackRock names new Australasia head
KARREN VERGARA  |  WEDNESDAY, 3 APR 2019
... Hong Kong to lead distribution efforts throughout Asia Pacific. Prior to this, Landman was chief executive of BT Financial Group subsidiary Ascalon Capital Managers for almost four years. He also held senior roles at Challenger Funds Management and Bankers ...
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