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    2023 media releases archive

    14 Dec 2023

    Surprise rise in property values dominate financial advice conversations on super strategies

    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.
    11 Dec 2023

    Tailored Evergreen managed accounts launch on BT Panorama

    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.
    13 Nov 2023

    BT’s new brand campaign marks the evolution of 50 years in wealth management

    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.
    02 Nov 2023

    Activam launches on BT Panorama, as managed accounts FUA grows by 18%

    Today BT announced the launch of the Activam Group managed account on BT Panorama — adding to the 300-plus managed portfolios on BT Panorama.
    19 Oct 2023

    Separation surge, super and pensions: what’s top of mind for advisers

    When clients separate, advisers face an ethics-related question: can they advise one or both? How can advisers manage a conflict of interest?
    11 Aug 2023

    BT welcomes back new Head of Platform Strategy and Development

    Today BT announced the return of Russell Brinckley, who is joining the business as the Head of Platform Strategy and Development.
    01 Aug 2023

    BT Panorama responds to advisers’ calls to reduce costs and boost profitability

    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.
    21 Jun 2023

    A simpler, better BT

    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.
    08 Jun 2023

    As EOFY approaches, what’s top of mind for advisers?

    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
    31 May 2023

    Latest round of BT Panorama enhancements uplift advice teams’ efficiency

    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.
    18 May 2023

    BT’s cyber security experts share best practices for protecting client data

    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.
    12 Apr 2023

    BT and Striver address advisers’ search for talent

    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.
    07 Mar 2023

    As International Women’s Day approaches, what’s top of mind for female advice clients?

    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.
    17 Jan 2023

    Market conditions driving adviser-client conversations

    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.
    19 Dec 2022

    BT Panorama managed accounts FUA up 27% 2022 in review and 2023 outlook

    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.
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