Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 923 results for "BT Financial"

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
BT Financial Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... South Wales and the ACT for close to two years. He has also previously held distribution roles with AIA Australia and BT Financial Group, and also served as a claims assessor at AXA. Innova managing director and co-chief investment officer Dan Miles ...

BT's Advance AM hit with stop orders

JAMIE WILLIAMSON  |  FRIDAY, 17 MAR 2023
BT Financial Group has been forced to suspend distribution of three of its Advance Asset Management funds for having non-compliant, "broadly drafted" target market determinations (TMDs). ASIC issued interim stop orders to BT and Advance Asset Management ...

Prime Super appoints new board directors

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
... institutional business at Perpetual. She's also served as head of distribution and marketing for investment solutions at BT Financial Group. Meanwhile, Durston has a deep knowledge in super and investments, acquired over more than 30 years, a Prime Super ...

FSC releases claims handling standard for super funds

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... licence to operate a RSE under the Superannuation Industry (Supervision) Act 1993. Australian Ethical Investment, BT Financial Group, Challenger, Clearview Wealth, Colonial First State Investments, Equity Trustees Superannuation, HUB24, Macquarie Investment ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... with over 20 years' experience in Australia and the UK." "Chris has held a range of senior distribution roles within BT Financial Group (BT), most recently as head of distribution. He'll bring deep experience in practice transformation, tech and managed ...

Challenger appoints chief financial officer

CASSANDRA BALDINI  |  MONDAY, 31 OCT 2022
... financial officer and chief financial officer of the funds' management business. She has also held senior roles at BT Financial Group and AXA Sun Life Insurance. Challenger managing director and chief executive Nick Hamilton welcomed Bell back. "Her ...

ClearView expands distribution team

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... new hires and promoted two, to offer further support to financial advisers. Alex Koodrin has joined ClearView from BT Financial Group as its new national technical manager. Previously, he was business manager at Colonial First State, and national technical ...

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... at Sydney-based advice firm, Hunter Wealth Financial Advisers. Gapps has also held senior positions at ANZ Wealth, BT Financial Group, and the Commonwealth Bank. Fortnum's group chief executive and managing director Neil Younger said the group is focused ...

UniSuper chair to step down

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2022
... Retirement Fund. He joined the board following an extensive executive career which included serving as chief executive of BT Financial Group and global head of investment management for Bankers Trust. He is also currently chair of QIC. "Ian has been ...