Search ResultsShowing 1 - 10 of 100+ results for "BT Financial Group"
MLC Wealth appoints chief operating officer
KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... took the reins in mid-August. Anthony Lane joined MLC Wealth after nearly five years at Westpac subsidiary BT Financial Group, where he served as chief operating officer of BT investment solutions, chief operating officer of advice and senior asset management ...
Aussie equities manager expands team
KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... worth client base. He was most recently head of advised distribution at Cashwerkz. Prior to that, he worked at BT Financial Group and Westpac, the former of which he was at for seven years. "In an uncertain and increasingly complex time for investment ...
Cashwerkz hires distribution lead from Perpetual
ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
... to that, he was a financial adviser at Cardinal Financial Planning and a business development manager for BT Financial Group. Burbidge replaces Rob Hay in the head of advised distribution role at Cashwerkz. The appointment comes after Cashwerkz and Praemium ...
New distribution head for listed platform
ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... rounds out a number of recent executive appointments for Xplore - Michael Wright, former head of advice at BT Financial Group, joined as chief executive while Bruce Hawkins was named chief financial officer. Xplore chair Peter Brook said: "Anne's appointment ...
BT advice boss lands new role
KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... dealt with ASIC and a reference check request from the rogue adviser's next employer. His former employer, BT Financial Group (BTFG) was slated to make almost 300 redundancies as Westpac implemented its plan to exit personal financial advice announced ...
Imminent launch for start-up super fund
KARREN VERGARA  |  FRIDAY, 2 AUG 2019
... and competitive fees, as well as help members calculate and pay individual taxes, Hall added. Hall, a former BT Financial Group and Bravura Solutions executive, helped set up Tomorrow Super in March 2016. A newly formed advisory board recently joined ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. BT Panorama's active advisers also increased by 48% during the period and customer account numbers were boosted by 78%. ...
ESG options outperform in the short term: Research
KARREN VERGARA  |  THURSDAY, 11 JUL 2019
... providers. The largest super fund signatories are AustralianSuper, NSW State Trustees, AMP group, CFS group and BT Financial Group. AMP Capital, Macquarie, IFM Investors, BlackRock and Colonial First State Global Asset Management represent the largest ...
AMP Advice executive joins AFA
ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... at ING (now OnePath) for three years. Earlier in his career, Coulter was a business development manager at BT Financial Group and was a senior consultant and state manager for MLC.
New boutique awards mandate to RBC I&TS
KARREN VERGARA  |  WEDNESDAY, 3 JUL 2019
... Australian Impact Fund, on July 1. Melior is led by chief executive Lucy Steed, who previously held senior roles at BT Financial Group and AMP Capital. She moved on to become founder and director of Melior's investment solutions in August 2018. Tim King ...
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