Search Results | Showing 1 - 10 of 30 results for "Mark Spier" |
| | | The ratings house has appointed a new chief executive, after it announced Charlie Haynes's impending departure last month. Former Xplore Wealth chief executive Michael Wright will now lead Lonsec, after the ASX-listed platform business was bought ... |
| | | | The chief executive of Lonsec will step down after three years, while a new chair, a former BT executive, has been named. Charlie Haynes joined the research house in April 2018, helping reshape and expand subsidiaries Lonsec Research, SuperRatings and ... |
| | | | BT Financial Group advisers will see two insurers added to the BT life insurance approved product list from March, a threefold increase on the current APL. AIA Australia and TAL products will be available alongside BT Protection Plans, underwritten ... |
| | | | BT Financial Group has consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private wealth businesses will now work together as the newly created Advice ... |
| | | | Five hundred BT Financial Group staff, including advisers and senior leaders, are being put through an ethics course aimed at formalising ethical awareness. The Ethics Centre's 19-hour Ethical Professional Program aims to help participants provide better ... |
| | | | ... qualifications, customer ratings and feedback. Dubbed 'Adviser View' and described by BT's general manager of advice Mark Spier as a "ground-breaking" initiative, the tool allows potential customers to search for an adviser by name, postcode or specialisation. ... |
| | | | The financial planning industry is on the verge of a golden era, but it must do everything it can to be seen as a fully-fledged profession, according to AMP executive director of financial planning Steve Helmich. The senior planning executive argued ... |
| | | | BT Financial has launched Stella Network, an initiative to support women advisers and to encourage more women to pursue a financial planning career. The Stella Network will hold its first networking event tonight and it also intends to support workshops ... |
| | | | Under the Future of Financial Advice opt-in and fee disclosure reforms, many advisers may struggle to offer a strong value proposition to their clients, according to an industry expert. Leith Thomas, director of the Bailey Roberts Group said generally ... |
| | | | BT Financial chief Brad Cooper's strategic focus on cross-selling wealth products to Westpac customers will be helped by a multi-pronged technology-based approach. Mark Spiers, BT's general manager of advice said technology will be a key battleground ... |
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