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Showing 1 - 10 of 350 results for "ASGARD"

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... began in 2001 at the Financial Planning Association of Australia and included roles such as senior compliance manager at Asgard Wealth Solutions and Financial Planning Services Australia. Finally, Team Super has farewelled its chief governance officer ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... distribution at Allianz Retire+, and has held various executive roles across AUSIEX, Commonwealth Bank, Colonial First State and Asgard, bringing deep expertise in retail distribution and adviser engagement. Bell AM chief executive Michael Lovett described ...

Westpac's Yetton chooses to move on

ANDREW MCKEAN  |  FRIDAY, 7 MAR 2025
... management business, Advance, which was also sold to Mercer. However, Westpac retained its platform businesses, BT Panorama and Asgard. Westpac also walked away from life insurance, offloading its Australian business to Japan's TAL Dai-ichi Life ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... for the first time and BT Super MySuper failed for the second time. All members in Retirement Wrap were transferred to Asgard Independence Plan Division Two which, like the Panorama options, did not transfer to Mercer. 3) Retail super funds plan to merge ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... About half of the country's financial advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT at the top with 17.1% as at December 2022. Rady said he believes this is in ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... previously the head of account management for nearly five years and prior to that was regional manager, distributing BT Wrap and Asgard platforms across Queensland. He has been at BT for more than 14 years and in the past worked in sales roles at Midwinter ...

Dalton Street fund terminated

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2023
... documents show that, as at October 2022, the fund only had $2.16 million in assets and was available on the Netwealth, BT, Asgard, Macquarie and HUB24 platforms.

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... frequently used by advisers are Colonial First Choice, BT Panorama and Macquarie Warp, Perpetual WealthFocus, North and Asgard.

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... consolidating its remaining superannuation offerings, including shutting down the Retirement Wrap RSE and transferring all funds to Asgard Independence Plan Division Two.

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... announcement in May 2022. At the time, BT made clear the deal didn't include any of the super products held on the Panorama or Asgard platforms. Now, BT is going to close the Retirement Wrap super fund which underpins BT Panorama Super. Effective ...
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