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Everything from BT Financial Group

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

A simpler, better BT

From BT Financial Group

Westpac has 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.

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22 Jun 2023

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

From BT Financial Group

With the end of the current financial year fast approaching, BT is sharing the top questions advisers are asking its technical team. “This year-end, there is a mixed bag of

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09 Jun 2023

Latest round of BT Panorama enhancements uplift advice teams’ efficiency

From BT Financial Group

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. Based on

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01 Jun 2023

BT bolsters team appointing Head of Distribution

From BT Financial Group

BT has appointed Jason Brown to lead its platforms’ distribution team as it continues to invest in BT Panorama’s digital capability, platform features and managed accounts offer. Mr Brown has

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24 May 2023

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

From BT Financial Group

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. “Increasingly more women

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08 Mar 2023

Market conditions driving adviser-client conversations

From BT Financial Group

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. Top

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18 Jan 2023

Seniors Health Card, property, inflation and work test are top of mind for advisers

From BT Financial Group

More Australians are expected to be eligible for the Commonwealth Seniors Health Card soon, due to an imminent regulatory change aimed at easing cost of living pressures for seniors. In

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21 Sep 2022

Meet RITA, saving advice practices up to 50 hours per year

From BT Financial Group

BT has launched the Robotic Integrated Technology Administration (RITA) feature on BT Panorama, which enables advisers and their support staff to track the status of transactions via the platform’s user interface.

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13 Sep 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]