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BT is proud to announce that its Service and Operations team was recognised at the Customer Service Institute of Australia’s 2024 Australian Service Excellence Awards (ASEAs), held in Melbourne last night.

In collaboration with Striver, BT has today launched a new online-based learning and development program to encourage more people to enter the financial advice profession.

BT today announced a strategic educational partnership with Preqin, a global leader in alternative assets data, tools, and insights

Australian financial advisers have ranked customer service in the top three most important attributes for selecting a platform provider

Australian financial advisers have ranked customer service in the top three most important attributes for selecting a platform provider

BT’s Technical Services top 5 EOFY tips, based on over 8,000 queries from advisers and 2,000 in the June quarter.

BT has launched the Drummond Private Markets Separately Managed Account (SMA), the first managed account dedicated to private markets on BT Panorama

BT’s managed accounts offering has reached a milestone, with the total number of managed portfolios on BT Panorama pushing past 400, and funds under administration in these products reaching $16 billion.

BT today announces the appointment of Annabelle Kline as its new Chief Product Officer, commencing 1 May 2024.

Boutique advice practice Provident Advisory has launched a range of tailored managed investment accounts on BT Panorama, as part of its business strategy to achieve greater efficiency and focus on client-facing activities.

Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing prices up, especially in capital cities.

BT has launched its Evolution brand campaign, marking the next growth phase of the only wealth management business owned by one of the big four Australian banks, as well as a turning point for the advice industry.

BT has launched its Evolution brand campaign, marking the next growth phase of the only wealth management business owned by one of the big four Australian banks, as well as a turning point for the advice industry.

Today BT announced the launch of the Activam Group managed account on BT Panorama — adding to the 300-plus managed portfolios on BT Panorama.

When clients separate, advisers face an ethics-related question: can they advise one or both? How can advisers manage a conflict of interest?

Today BT announced the return of Russell Brinckley, who is joining the business as the Head of Platform Strategy and Development.

Enhancements to BT Panorama’s service request tracker and award-winning mobile app, as well as improved client reporting, will be rolled out in the coming months, as part of BT’s initiative to support efficiencies and respond to cost and profitability pressures facing advisers.

Today Westpac announced it has concluded the sales process for BT Platforms. Westpac will now retain and continue to invest in the business to aggressively compete in the platforms market.

This year-end, there is a mixed bag of topics advisers are discussing with clients, as there are upcoming changes relevant to just about everyone – from clients with high incomes and superannuation balances, to those who are eligible for social security

BT has updated BT Panorama with a range of enhancements centred on improving the user experience for the most frequent users of the platform, advice practices’ support staff.

Keeping client data safe from hackers, verifying identification, whether to use password managers and the risks of using public wifi were among the cyber security topics that generated the most discussion at BT’s Cyber Security and Financial Crime Masterclass.

BT has launched a program to tackle the financial advice industry’s talent shortage, collaborating with Striver, a tech-based human resources platform specialising in helping guide graduates and those who are in the early stages of their careers.

As part of International Women’s Day, BT is sharing the top advice themes advisers are discussing with the BT technical team, which particularly relate to female clients.

Social security measures relating to the age pension are among the most popular regulatory topics for Australia’s financial advisers, based on the questions they are asking BT’s technical team.

In a year characterised by market volatility, and global economic challenges, one constant in wealth management has been the growth of managed accounts. The Institute of Managed Accounts Professionals notes in its latest report that, in June 2022, funds under management (FUM) in managed accounts reached a new high of $135.8bn, increasing by 22% compared to the FUM amount in June 2021.