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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 months 1 week ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

6 days 4 hours ago

Lonsec has appointed a new chief executive for its research and ratings division as Mike Wright takes up a new role in light of the acquisition of Evidentia Group by Lons...

1 month ago

The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a ‘level of incompetence’ in providing advi...

1 month ago