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Showing 851 - 860 of 1853 results for "Financial Group"

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The solution ...

BTFG names insurers on expanded APL

KARREN VERGARA  |  FRIDAY, 23 FEB 2018
BT Financial Group advisers will see two insurers added to the BT life insurance approved product list from March, a threefold increase on the current APL. AIA Australia and TAL products will be available alongside BT Protection Plans, underwritten ...

Small cap boutique appoints investments GM from Perennial

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... research team at Macquarie. He has also held roles at National Benefits Consulting Group, AM Corporation and Capita Financial Group. Thomas said: "I am very happy to join a boutique funds manager that has a strong investment culture." "The track record ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
ASX-listed Bell Financial Group announced a strong full-year performance and flagged it is close to opening a US office. The stockbroking, investment and financial advisory firm's funds under advice, comprising cash, fixed income, superannuation, margin ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
... CBA's private bank in August 2017. Lykouras is a former head of risk - super, platforms and investments at BT Financial Group and senior risk executive at Count Financial. Prior to Suncorp, Ludgate was director of wealth management advisory - financial ...

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... development. Prior to that, he was a regional SMSF solutions manager at AMP, national manager distribution at BT Financial Group and southern area manager at Asgard Wealth Solutions. De Silva's appointment follows an overhaul of NAB's wealth business ...

Reskilling: A worthy purpose for super?

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2018
... over to "shonky education providers and get no benefit out of it." While conceding it to be a worthy purpose, BT Financial Group general manager, superannuation, Melinda Howes said the longer term impact such an allowance would make on people's super ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal ...

Board appointment at Westpac

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... across group strategy and mergers and acquisitions, Holcomb played a pivotal role in Westpac's acquisition of BT Financial Group. The following month, Westpac announced its general manager of business integration, Jayne Opperman, left the bank to become ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
The group general manager of Spring Financial Group's wealth operations will depart, along with the group's chief financial officer, following a management restructure. In Spring's half-year results announcement, which revealed an expected operating ...