Search ResultsShowing 1 - 10 of 100+ results for "BTFG"
BT Financial Group enlists research provider
ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios on Panorama. The managed accounts ...
Former BTFG executive takes on new role
ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... the general manager of distribution role as Shuttleworth steps into the top job. Shuttleworth spent almost 15 years with BTFG, ultimately heading up its platform and investment division consisting of BT Wrap, Asgard and BT Panorama. "Spitfire has an ...
MLC Wealth appoints chief operating officer
KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... operating officer of BT investment solutions, chief operating officer of advice and senior asset management consultant. Prior to BTFG, he spent 13 years at Mercer where his roles included chief operating officer for their Asia Pacific business and, whilst ...
BT advice boss lands new role
KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... 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 earlier ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... design process to build new features that help advisers run their business and provide advice to their clients their way." BTFG said further enhancements are scheduled over the coming quarter - including enabling the use of separately managed accounts ...
FSC adds to board
ELIZABETH MCARTHUR  |  MONDAY, 24 JUN 2019
... means she is well placed to fulfil the role. Vincent has worked in financial services for 25 years. Prior to her time at BTFG, Vincent was general manager of retail platforms for National Australia Bank and head of product - retail investment platforms ...
Westpac names business arm chief executive
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... business and consumer; private wealth, platforms and investments and superannuation moved into an expanded business arm. Moving BTFG in-house will see the departure of Brad Cooper, who has served as chief executive for more than nine years. Cooper will ...
MAX awards recognise industry excellence
HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... Beeston has more than 28 years of experience in marketing, including stints at Telstra and HSBC. There was more to come for BTFG though, with its flagship wealth platform BT Panorama scoring Fintech Platform of the Year while the group took out the coveted ...
Spitfire acquires adviser platform, names chief
ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... executive for more than nine years, has subsequently become Spitfire's new chief executive. Spitfire also appointed former BTFG head of product development and design, Anil Sagaram, as its new chief product officer. Sagaram spent 11 years at BTFG ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian Equities Antares Equities Blackmore Capital Elston Asset Management ...
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