Search Results | Showing 1 - 10 of 10 results for "Wes Hall" |
| | | ... Super and has become the firm's maiden white label platform client. Tomorrow Super was founded by former BT executive Wes Hall and its board is chaired by former King & Wood Mallesons chair Frank Zipfinger, with Crescent Wealth managing director Talal ... |
| | | | ... alternative" to traditional retail, industry and self-managed superannuation funds, according to co-founder and chief executive Wes Hall. Hall described Tomorrow Super's offering as having the "best elements of an SMSF without the boring paper work" ... |
| | | | ... retirement, and a director of Impact Investment Partners. TOMORROW Super, led by former BT Financial Group executive Wes Hall, appointed three industry executives to its newly-created advisory board to work closely with the fund's leadership team. Peter ... |
| | | | ... people are using technology in their everyday lives," he said. BT Financial Group head of practice management for advice Wes Hall said this was part of a suite of enhancements that the group was installing to improve advice. "Our dedicated adviser website ... |
| | | | ... Transformation program that aims to double the time advisers spend in meetings with their clients. BT head of Practice Management Wes Hall told Financial Standard that the program "will help advisers connect with their clients in a different way." The ... |
| | | | ... estate planning. "BTAS really puts everything a planner needs at their fingertips," head of practice management advice Wes Hall said. "Whether it's finding out the latest insights on our model portfolios from our highly regarded research team, technical ... |
| | | | ... the planning process and this can sometimes be confronting for a new client," said BTFG's Head of Practice Management Wes Hall. "This tool increases client trust, the quality of relationships and better advice - a triple win." Westpac and St George Financial ... |
| | | | BT Financial Group has appointed its new head of practice management with plans to expand its key planner services. Wes Hall will lead of team of 104 that will conduct reviews and consider products, quality and compliance across all BT brands with regulatory ... |
| | | | ... retirement, ePASS can be tailored to meet individual requirements, which will assist AUSCOAL in its member retention strategy." Wes Hall, Bravura's head of strategy and products - investments, said, "It's really an extension of the services we provide ... |
| | | | ... undoubtedly beefing up its senior executive team. Mahoney's appointment comes just three months after the appointment of Wes Hall as head of strategy and product, investments, with a brief to support the company's expansion into the UK wrap market. |
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