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Search ResultsShowing 1 - 10 of 100+ results for "BTFG"
BT cuts Wealth Connect
ALLY SELBY  |  FRIDAY, 16 OCT 2020
... know it today launched in 2011 and was then called 'Scalable Advice'. A team of around 30 provided general advice to BTFG customers across life insurance retention, new superannuation sales, consolidation and super retention. The business was ...
IRESS caves in, ups OneVue bid
KANIKA SOOD  |  MONDAY, 28 SEP 2020
... However, in an environment which is seeing a further major disruption at the big end of town (with IFL moving on MLC, AMP and BTFG possibly for sale, and Colonial moving to KKR), it is creating an unprecedented opportunity in the independent space, and ...
Product provider partners with BTFG
ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... it will launch a number of managed portfolio options on BT Financial Group's flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said BT Panorama users will now have ...
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
... 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 ...
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 ...
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