POWERED BY MOMENTUM MEDIA
BT FINANCIAL GROUP
Financial planning
Former Sagitta Wealth Management chief executive Peter Martin is set to return to the market later this year as head of a new start-up venture - Rismark International Lim...
Financial planning
Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...
Financial planning
UBS Global Asset Management has moved swiftly to shore up the gap in its small caps team by reassigning senior analyst Mark Buizen as joint portfolio manager alongside ex...
Financial planning
Aon Australia has commenced a program to grow its two financial planning arms by leveraging off its strong presence in the small to medium enterprise (SME) market by enco...
People & Products
BT Financial Group has formally appointed the interim head of its financial planning and advice business, Justin Greiner, permanently into the role four months after he t...
Financial planning
Asteron, the financial services arm of listed insurer Promina, has restructured its Australasian senior ranks, resulting in a number of new appointments across the group....
People & Products
Principal Global Investors (PGI) has swiftly moved to reassure the market by reassigning institutional director Alex Francois into its, soon to be vacated, managing direc...
Financial planning
BT Financial Group’s Governance Advisory Service has struck a deal with VicSuper worth $600 million, bringing GAS’s funds under advice to $4.2 billion....
People & Products
BT New Zealand (BTNZ) has filled its recently vacated chief executive role with the appointment of the group’s Australian subsidiary head of wrap, Mark Smith, into the po...
Financial planning
Westpac Banking Corporation, boosted by its acquisition of BT Financial Group, has reported a $1.2 billion operating profit for the half year ending March 31, a 17 per ce...
Financial planning
An industry working party into soft dollar payments has called for the removal of a number of common forms of inducements in its recommendations announced today....
Financial planning
BT Financial Group has signalled it will maintain its relationship with funds management partner, Putnam Investments, despite daily monitoring of the US-based manager in ...
Funds management
Principal Real Estate Investors (Australia) has replaced Lend Lease as the responsible entity of the soon to be Morgan Stanley owned Lend Lease US Office Trust (LUO) foll...
Financial planning
Westpac Banking Corporation today - a year to the day since announcing its acquisition of BT Financial Group - says synergies from the highly publicised purchase last yea...
Financial planning
Online platform provider Netwealth has appointed JDV as its in-house broker platform for their wrap and superannuation products, following the announcement that the manag...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....