WESTPAC
Financial planning
BT Financial Group has launched Premier Adviser Services (PAS) – a selective support initiative for non-aligned advisers it has a strong relationship with – in a bid to b...
People & Products
BT Financial Group head of corporate strategy Ouma Sananikone has resigned from the organisation after completing a strategic review of how the combined Westpac, BT and S...
Financial planning
One of the big stories of 1987 was the departure of Alan McCormack from Bain & Co. McCormack joined the now defunct Pacific Mutual Australia, but no amount of sleuthing o...
People & Products
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
Financial planning
Morningstar’s new quantitative measuring rating system released last Friday has fuelled major changes to fund manager ratings in New Zealand....
Financial planning
In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....
Financial planning
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
Financial planning
Count Financial Limited managing director Barry Lambert has hit back at claims that Count’s recent share price rally occurred due to a bidding war between Westpac and CPH...
Financial planning
State Street Global Advisors (SSgA) Australia has appointed former Westpac Investment Management chief investment officer Don Hamson into the newly created role of head o...
Financial planning
BT Portfolio Services has rolled out a low cost wrap vehicle aimed at lower net worth retail investors with a limted range of investments and reduced fees increasing the ...
Financial planning
The former listed property team at Principal Global Investors (PGI) has unveiled its new boutique property securities funds management company – Pengana Capital – and con...
Financial planning
Former Westpac head of financial planning and advice Brett Himbury has struck a short-term deal with Tower Australia to provide advice on the restructure of its dealer gr...
Financial planning
Margin lending is not the only way to get into gearing. Philip McLean looks at instalments as an alternative....
Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...