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Showing 811 - 820 of 1853 results for "Financial Group"

BTFG adviser distribution team reshuffles

DARREN SNYDER  |  THURSDAY, 21 JUN 2018
BT Financial Group head of adviser distribution Jo Moxey is leaving her role to pursue another opportunity within Westpac. A BTFG spokesperson confirmed the move this morning and said the group is proposing further changes inside its adviser distribution ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... obligations, particularly the requirement to provide a Statement of Advice to SMSF clients. Research released by BT Financial Group around the same time showed 71% of accountants didn't view securing an AFSL as a priority, even though the survey ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... Bank of Melbourne and BankSA network will no longer be paid on BT products or those from other institutions. BT Financial Group confirmed its advice division will still honour contractual agreements with external advisers currently receiving grandfathered ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... - member app Social Media Campaign of the Year: Australian Ethical - Australian Ethical Charter Finalists: BT Financial Group - Define Your Future StatePlus - 3Cs Zurich - Facebook Energy Super - Putting the Energy into Super Video Campaign of the Year ...

AMP adds legal expert to board

KARREN VERGARA  |  TUESDAY, 12 JUN 2018
... Hazelton as a non-executive director; who was most recently senior adviser for global talent development at Mizuho Financial Group. O'Sullivan will join remaining AMP independent directors Geoff Roberts, Peter Varghese, Andrew Harmos and Trevor Matthews ...

AMP Capital appoints new chair

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... non-executive director; Hazelton most recently worked as senior adviser for global talent development at Mizuho Financial Group, retiring from full-time roles in 2017. "I would like to thank Vanessa for her leadership of the board, wise counsel and tireless ...

Perpetual names interim chief

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
... executive and managing director. Before Perpetual, Lloyd was general manager of advice and private banking with BT Financial Group, and served as group executive of wealth management at St. George Bank. Green has been with the company since 2006 and ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two topics: distributing capital gains tax exempt proceeds out of a company structure ...

Avaloq expands Australian footprint, appoints senior roles

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
Global financial services software provider Avaloq, which boasts clients such as BT Financial Group and Crestone Wealth Management, is ramping up expansion initiatives in Australia with two senior appointments. Anantha Ayer has been appointed general ...

BTFG boss backs PC super proposals

KANIKA SOOD  |  THURSDAY, 7 JUN 2018
BT Financial Group supports key recommendations of the Productivity Commission's most recent superannuation report, saying the Westpac-owned business would welcome moving away from an "open market" MySuper model. BTFG chief executive Brad Cooper ...