As chief information officer an unplanned technology outage is what keeps you awake at night. In August 2021, while customer data and the back end of the platform were never compromised, BT Panorama’s adviser and customer online systems experienced an outage, preventing digital access.
More Australians are expected to be eligible for the Commonwealth Seniors Health Card soon, due to an imminent regulatory change aimed at easing cost of living pressures for seniors. We also look at the most popular queries raised by advisers in the July to September 2022 quarter.
Today BT announced the appointment of Rachael Dickinson as its new of Head of Marketing, to lead the businesses digital and customer experience marketing strategy as BT fortifies its agenda to become the undisputed partner of choice as it looks to separate from the Westpac Group.
In addition to the usual year-end to-do list for financial advisers, in the mix this year are changes regarding downsizer contributions, the superannuation guarantee and the Covid-related measure on minimum pension drawdowns.
Looking for ways to support your client engagement and referral pathways using social media? We surveyed financial advisers as part of our recent interactive social media webinars and here are some of the key findings.
The Federal Budget’s focus was on addressing cost of living pressures and, although it was extremely quiet on superannuation, there was nonetheless healthy adviser interest in some of the proposed measures, including: the tax offset for low to middle income taxpayers, social security measures such as the $250 one-off cost of living payment, and extension of minimum pension drawdowns.
BT, one of Australia’s leading wealth management businesses, has launched its first brand campaign in over two years. The refresh showcases its technical and investing knowhow to boost brand consideration among its target audience segments.