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Showing 1 - 9 of 9 results for "BT Open"

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
BT will shutter its Practice Principals' Community (formerly known as BT Select or BT Open), with the head of the offering to depart BT to start an independent service for self-licensed practices. Kon Costas, who has been with BT for a decade and ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Copia Investment Partners appointed the former regional manager distribution for BT Open as distribution manager for Queensland. Greg Black spent around 15 years at BT in distribution roles including state manager at BT Wrap and national manager, network ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... Account Forum. Asking Philo Capital Advisers chief executive Brett Sanders about the future of MDAs, panel moderator and BT Open head of distribution Christopher Mather noted that while MDAs were a "very flexible structure" their future was uncertain ...

MGP shuffles leadership team

KARREN VERGARA  |  MONDAY, 14 JAN 2019
... Macchia left MGP in December to take up a role at BT Financial Group. He has been appointed as NSW distribution manager for BT Open, which was launched in early 2018 to provide adviser services within and outside Westpac-aligned dealer groups.

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... Group, another major player in the local managed accounts industry. He has been appointed as NSW distribution manager, BT Open, which was launched earlier this year to provide adviser services within and outside Westpac-aligned dealer groups. La Macchia ...

Advisers choose their own journey on BT hub

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
... ingredient to growth in BT Financial Group's newly-launched adviser hub. Commencing this week and first flagged in July, BT Open Services is a financial adviser hub set up to support advice practices with services such as: AFSL transition support ...

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... administration fee as its fully developed sibling, but with a smaller yearly fee of $180. Later in the year BTFG will launch BT Open Services, an online adviser services hub set to help self-licensed advisers and dealer groups administer their business. ...

Wealth, insurance arms hit banks' earnings

KARREN VERGARA  |  TUESDAY, 7 NOV 2017
The wealth management and insurance businesses continued to squeeze the margins of the four major banks in the full year to 2017, separate reports from EY and KPMG have found. A KPMG analysis of the major Australian banks' performance shows the insurance ...

FEATURE: The new financiers of infrastructure

JAMES FERNYHOUGH  |  FRIDAY, 12 SEP 2014
The complex business of financing infrastructure has traditionally been the preserve of banks. But Basel III has changed that. In the newly-restrictive lending environment, banks are approaching things differently, while non-bank investors are finding ...
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