BT Financial Group has endorsed the Federal Government's response to the Cooper Review as the most significant opportunity for the sector to increase access and engagement in super and drive better retirement outcomes for all Australians.
Westpac and St.George banks' Home and Contents Insurance, underwritten by Westpac General Insurance Limited, was recognised with top awards from Canstar Cannex and Money Magazine reflecting the outstanding value and quality cover for customers' homes and treasured possessions.
Mark Smith, General Manager of Insurance, today announced two key appointments to BT Financial Group's insurance business. Daniel Musson has been appointed to the role of Head of Bancassurance from his most recent role at Bank of Queensland and Jim Glossat has been promoted to Head of General Insurance.
AdviserNETgain, an online financial planning solution that integrates advisers' front and back office, has released its new bulk review feature enabling the production of an unlimited number of review advice documents in one process.
BT Financial Group (BTFG) reigned supreme at last night's Australian Service Excellence Awards taking out two top line honours - the blue ribbon award, "Best of the Best" for Outstanding Excellence in Customer Service, as well as taking home top prize for 'Division of a Large Business'.
BT's multi-award winning super fund, BT Super for Life, has reached its first billion dollars in funds under management - proving Australians are eager to engage with their super via a low-cost and simple superannuation solution.
Magnitude will hold their fifth annual conference this week with the dealer group tackling the future under the conference theme, "Swing of the Pendulum," against the backdrop of Byron Bay.
The calibre of BT Financial Group's two platform businesses and the people who support them was reflected with BT Wrap and Asgard both taking home awards at the annual AFR Smart Investor Blue Ribbon Awards.
Advisers looking to thrive in a changing environment are being targeted to transition their practice to Securitor and grow their business to a full Fee for Advice offer, no matter what their business model or their stage of progress on this inevitable path.
Transitioning to Fee for Advice - Masterclass
The Association of Financial Advisers and Securitor have come together to provide financial advisers with practical tools and ideas to help them work towards a fee for advice pricing model.
The 'Future of Financial Advice' breakfast masterclasses, being held during September in Sydney, Melbourne and Brisbane, will focus on how to have real conversations with clients about their needs and the value of professional advice.
Asgard has launched its custodial shares solution through eWRAP Investment giving advisers the ability to manage their clients' corporate actions online by allowing the platform to take delivery of all the client's shares information.
In order to meet the retirement needs of future generations, the superannuation industry needs an overhaul of at least the scale the Government is signalling via its current reform agenda, according to BT Financial Group (BTFG) as it commented on the recommendations of the Cooper Review into the Superannuation System.
As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients' personal tax deductions in super.
Patrick Farrell, Head of Advance Investment Solutions at BT Financial Group, today announced the appointment of Ron Mehmet as Portfolio Manager, Fixed Interest.
BT Financial Group (BTFG) today announced a restructure of its senior executive team with a number of key internal appointments following the resignation of one of its General Managers, Geoff Lloyd.
Brad Cooper, Chief Executive of BT Financial Group, today welcomed the Cooper Review's SuperStream recommendations and said, if implemented, they would bring about the single biggest improvement to Australians' retirement savings since the Superannuation Guarantee was introduced.
BT Wrap today launched another round of platform enhancements delivering optimum trading functionality to meet increasing adviser and client demand for equities and Exchange Traded Funds (ETFs).