Australian voters are putting their money where their mouth is

From

The election surprise for many was just how influential issues such as climate change were[1]. Jessie Pettigrew, Head of ESG and Sustainability at BT, said that Australians’ interest in environmental – as well as social and governance issues – has been building momentum for some time, judging by how much money has been flowing into

continue reading

Top EOFY technical tips for advisers

From

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. Tim Howard, Technical Consultant, BT, said, “Despite signs of a slowdown, property is still changing hands at a relatively high rate in Australian

continue reading

Advice practices have a social media presence, but referrals remain a challenge for many

From

The majority of advisers who attended BT’s recent social media webinars have a presence on social media, however only around a third are converting their social media activities to referrals. Nearly 400 people attended BT’s three-part social media webinar series, during which BT conducted a survey on advisers’ social media usage, gaining valuable insights into

continue reading

Top 5 Budget-related technical topics for advisers

From

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

continue reading

BT appoints Head of Product Management bolstering its platforms’ leadership team

From

BT has announced the appointment of Kathryn Cosentino to the newly created role of Head of Product Management in its platforms business. Kathryn joins BT with more than 20 years’ experience in platforms product and operations roles. Kathryn is a high calibre product professional and brings with her experience leading through significant change, including MLC’s

continue reading

BT launches new brand campaign as it builds the ‘new BT’

From

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. Launching across print, online and social media – as well as through a partnership with the Nine network – the

continue reading

BT Panorama’s mobile app and client portal rated no.1

From

For the fourth year running BT Panorama has been awarded best mobile platform and best client portal by industry research house Investment Trends.[1] In its latest Platform Competitive Analysis and Benchmarking Report, Investment Trends also rated BT Panorama’s integration features highly,[2] such as the integration of Sustainalytics, which allows advisers to compare ESG options and

continue reading

COVID resurgence top of mind for financial advisers

From

In the September 2021 quarter, COVID continued to be top of mind for advisers and their clients – and understandably so, as the Delta variant had forced, at one point, around 60% of Australians into strict lockdown. Among the top five questions that advisers have asked BT’s technical team in the September quarter, two are

continue reading

Matthew Rady appointed Chief Executive Officer, BT Financial Group

From

Matthew Rady has been announced Chief Executive Officer, BT Financial Group (BTFG). This newly created role leads a combined business that includes BT Platforms, including BT Panorama, BT’s Personal and Corporate Super, and Investments. The new BT Financial Group business will continue to help more than 1 million Australians to have a better financial future

continue reading

BT Panorama hits $100bn funds under administration

From

BT has announced it has completed the final tranche of its BT Wrap migration to BT Panorama – taking BT Panorama’s total funds under administration (FUA) to over $100bn. A final additional 49,000 accounts, totalling more than $15bn in FUA, have now moved on to the new digitally-enabled platform. The migration commenced in December 2020 with

continue reading