|Search Results||Showing 1 - 10 of 100+ results for "BTFG"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 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 ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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