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Everything from BT Financial Group

BT partners with Preqin to support adviser demand for education on private markets

From BT Financial Group

BT has announced a strategic educational partnership with Preqin, a global leader in alternative assets data, tools, and insights. The partnership will provide advisers with comprehensive resources and up-to-date research

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15 Aug 2024

Service emerges as key differentiator for platforms, according to BT Adviser Sentiment Index 2024

From BT Financial Group

Australian financial advisers surveyed for BT’s annual Adviser Sentiment Index 2024 have ranked customer service in the top three most important attributes for selecting a platform provider.[1] According to the

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23 Jul 2024

Groundbreaking managed account focused on private markets launches on BT Panorama

From BT Financial Group

BT has launched the Drummond Private Markets Separately Managed Account (SMA) – the first managed account on the BT Panorama platform that is dedicated to private markets. Innovatively structured, the

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31 May 2024

BT Panorama managed accounts now exceed 400, diversified and ESG options added

From BT Financial Group

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

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10 May 2024

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

From BT Financial Group

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

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15 Dec 2023

Tailored Evergreen managed accounts launch on BT Panorama

From BT Financial Group

Two managed account product suites managed by Evergreen are now available on BT Panorama, tailored to the needs of two separate advice practices who are seeking efficiency to drive further

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13 Dec 2023

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

From BT Financial Group

When clients separate, advisers face an ethics-related question: can they advise one or both? How can advisers manage a conflict of interest? Since the COVID pandemic, BT’s Technical Services team

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19 Oct 2023

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

From BT Financial Group

BT has announced the launch of the Activam Group managed account on BT Panorama – adding to the 300-plus managed portfolios on BT Panorama.[1] The launch of the new product

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06 Oct 2023

BT welcomes back new Head of Platform Strategy and Development

From BT Financial Group

BT has announced the return of Russell Brinckley, who is joining the business as the Head of Platform Strategy and Development. Mr Brinckley returns to BT after close to two

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14 Aug 2023

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

From BT Financial Group

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

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02 Aug 2023

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]