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Showing 901 - 910 of 1853 results for "Financial Group"

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts to clients are saving an average ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
... against the Commonwealth Bank for allegedly breaching anti-money laundering and counter-terrorism financing laws. BT Financial Group said it will defend the legal action in relation to its life insurance products. BT chief executive Brad Cooper said ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

Colonial First State names new distribution head

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... served as acting executive general manager. Prior to 2002, Chun was a vice president of product development at BT Financial Group, a product actuary at ANZ and also held roles at Towers Perrin and Prudential Assurance. A CFS spokesperson said: "Peter ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... with the industry and achieving financial goals. With just 20% of Australians receiving financial advice, Madison Financial Group chief executive Annick Donat is passionate about communicating the value of advice to as many people as possible and decided ...

BlackRock boosts Australian distribution footprint

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... assumed the head of wealth distribution role in February. Prior to joining BlackRock, Bredberg spent six years at BT Financial Group working as a new business manager. James Waterworth has rejoined BlackRock as a vice president and iShares specialist ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... executive of a listed financial services group will depart at the end of the year. In a statement to the ASX, Spring Financial Group announced that it has accepted the resignation of its chief operating officer and head of advice Frank Paul who has also ...

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
BT Financial Group has consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private wealth businesses will now work together as the newly created Advice ...

Prime accounts called into question by auditor

ALEX BURKE  |  TUESDAY, 3 OCT 2017
Listed wealth and accounting firm Prime Financial Group's directors said they were "deeply disappointed" that the group's independent auditor was unable to provide an opinion of Prime's annual report due to insufficient audit evidence. William Buck ...

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
Madison Financial Group has appointed a new head of governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions ...