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 March quarter saw continued investment in BT Panorama, centred on improving advisers’ online experience, led by advisers’ feedback. In the March 2022 quarter, BT rolled out several new releases to fortify and enhance the platform.

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.

Today BT announced the appointment of Kathryn Cosentino to the newly created role of Head of Product Management in its platforms business.

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.

For the fourth year running, BT Panorama has been awarded best mobile platform and best client portal by industry research house Investment Trends.

Advisers’ take up of managed accounts solutions on contemporary platforms with full digital features remains strong and comprised 66% of net flows to BT Panorama for the December quarter.

Advisers are preparing for a busy 2022, with an action list related to regulations that impact their business and professional development, as well as future opportunities for their clients.