We use cookies for security purposes, to improve your experience on our site and tailor content for you. Our Privacy Statement explains how we use cookies.
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.
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.