Advance Asset Management has been named Best Fund Manager in Money magazine's 2012 Best of the Best Awards. Advance has also been named Best Balanced Fund and Best Growth Fund for its Moderate Multi-Blend Wholesale Fund and Balanced Multi-Blend Wholesale Fund respectively.
Long-time industry chief Phil Butterworth to become Managing Director of a new business unit which includes successful and established Magnitude business. Along with Butterworth, Mario Modica, Kon Costas and Andrew Rutter will join BT Financial Group to drive new initiatives to help advice practices grow.
Jonathan Ayres has been appointed the first head of the new Bank of Melbourne Private. General Manager of Private Wealth at BT Financial Group, Jane Watts, said she was delighted to have Jonathan on board to drive the growth of Bank of Melbourne Private in Victoria.
BT Financial Group has won three awards at last night's prestigious annual AB+F Insurance Awards. It was also a finalist for General Insurance Company of the Year.
Contents insurance available through Westpac, St.George, BankSA and Bank of Melbourne has again been awarded a 5-star rating and taken out the Canstar Cannex National Award for Outstanding Value Contents Insurance.
Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities.
Westpac has launched its first virtual financial planning service, allowing customers in remote locations to talk face to face with a financial planner based in Sydney via video-link using real-time technology.
Asgard today announced it will launch a significant new addition to the award-winning Asgard platform, which will target investors with lower balances or specific needs.
BT Financial Group, one of Australia's largest superannuation providers, says the flexibility the Government has included in its Stronger Super announcement will provide a solid foundation for the future of retirement savings in Australia.
Advance Asset Management has launched three new sector multi-blend funds:
BT Insurance has been awarded an "A*" rating for claims processes and customer service by independent consultancy, The Risk Store.
Advance Asset Management has been named Fund Manager of the Year at the Financial Review Smart Investor Blue Ribbon Awards 2011.
BT Financial Group, one of the country's largest wealth managers, will commence a one-off advertising campaign from Friday 12 August, 2011, aimed at reassuring investors after an extraordinary week on the global share markets.
With just a few days left until the end of the financial year, there's still time for Australians to take steps to protect and grow their retirement nest egg.
Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity.
Mark Spiers, General Manager Advice today welcomed BT Financial Group's new Head of Practice Management Wes Hall into the fold.
BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its Wrap DeskTop.
David Lees, General Manager - Super, Investments and Retirement at BT Financial Group, today announced the appointment of Mr Rodney Greenhalgh as Head of Retirement effective 6 June.
BT Financial Group (BTFG) has responded to the Government's Future of Financial Advice (FOFA) announcement today.
"Australia's superannuation savings pool is set for extraordinary growth and we have to make sure our super and investment system is credible and trustworthy with customers' best interests at its heart. We support what the Government is trying to achieve - improved transparency and increased investor confidence in the industry," BTFG's Chief Executive, Brad Cooper, said.
Asgard has upgraded its insurance offering, Asgard Personal Protection Package, delivering new online application and tracking tools as well as product enhancements including the introduction of a unique Mortgage Acceptance Cover feature.
While industry debate on excess super contributions tax continues to gather steam, BT Wrap has released its Super Contributions Tracker allowing advisers to generate up-to-date contribution reports for their super clients.
Asgard today announced its eWRAP platform will provide a new private label solution to the Australian Association of Independently Owned Financial Planners (AIOFP) via their member owned product relationship business, Personal Choice Management Pty Ltd (PCM).
BT Wrap has upped their level of reporting tools for dealer groups providing easier access to transparent reporting and assisting them manage their business and compliance needs.