2024 media releases archive

BT is proud to announce that its Service and Operations team was recognised at the Customer Service Institute of Australia’s 2024 Australian Service Excellence Awards (ASEAs), held in Melbourne last night.

In collaboration with Striver, BT has today launched a new online-based learning and development program to encourage more people to enter the financial advice profession.

BT today announced a strategic educational partnership with Preqin, a global leader in alternative assets data, tools, and insights

Australian financial advisers have ranked customer service in the top three most important attributes for selecting a platform provider

Australian financial advisers have ranked customer service in the top three most important attributes for selecting a platform provider

BT’s Technical Services top 5 EOFY tips, based on over 8,000 queries from advisers and 2,000 in the June quarter.

BT has launched the Drummond Private Markets Separately Managed Account (SMA), the first managed account dedicated to private markets on BT Panorama

BT’s managed accounts offering has reached a milestone, with the total number of managed portfolios on BT Panorama pushing past 400, and funds under administration in these products reaching $16 billion.

BT today announces the appointment of Annabelle Kline as its new Chief Product Officer, commencing 1 May 2024.

Boutique advice practice Provident Advisory has launched a range of tailored managed investment accounts on BT Panorama, as part of its business strategy to achieve greater efficiency and focus on client-facing activities.