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Showing 1 - 10 of 23 results for "BT Advice"

Six Park hires operations chief

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
... officer. She most recently worked in the bank's group and change integration unit and before that was a director for BT Advice. Prior to that, she was at Westpac subsidiary St. George for more than a year. The firm also hired Anton Ivanopoulos as ...

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
... financial advice from Westpac-aligned financial advisers through Westpac, St George Bank, Bank of Melbourne, BankSA and BT Advice were sold needlessly expensive life insurance. According to Shine's case, these consumers who were advised into Westpac ...

Advice firm partners with mortgage aggregator

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
Encore Advisory Group has partnered with Loan Market, a mortgage aggregator, establishing a new business. The new joint business will be called Financial Advice Mortgage Solutions (FAMS). FAMS said the new business will bring together everything a professional ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
The former general manager of BT Financial Advice, who was grilled at Royal Commission hearings last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... General Advice team within the chief operating office. Those currently providing personal advice will remain within BT Advice. In addition, the changes would see the role of the Advanced Financial Adviser cease to exist for those operating outside of ...

BTFG will pay back grandfathered commissions to customers

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... Summit panel on Wednesday, addressing the future of financial advice. Addressing the moderator's question on why BT Advice waited so long to abolish grandfathered commissions if it believed so strongly in it, Wright threw back to FoFA five years ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... $14 million of its revenue for the first half of 2018 - an almost $40 million reduction in earnings for the full year. BT Advice believes the October 1 deadline provides enough time to implement the change across its various IT systems, platforms and ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... retain as much working capital as possible if the retirement exemption were to be used in the future. The next session by BT Advice Capability & Conduct senior technical specialist Janet Manzanero-Caruana looked at aged care case studies involving couples. ...

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
... targets and directly address industry reputation issues," the Attitude towards women in financial advice report said. BT Advice and Private Wealth general manager Jane Watts said millennials particularly are looking for career opportunities that align ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
... and superannuation funds that were recommended life insurance policies by St George Bank, Bank of Melbourne, BankSA or BT Advice. According to the statement of claim, advised customers paid premiums that were 4.5% higher than premiums payable on identical ...
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