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Everything from BT Financial Group

BT appoints Head of Marketing as new era beckons

From BT Financial Group

BT has announced the appointment of Rachael Dickinson as its new of Head of Marketing, to lead the businesses digital and customer experience marketing strategy as BT fortifies its agenda

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06 Sep 2022

Australian voters are putting their money where their mouth is

From BT Financial Group

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

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21 Jun 2022

Top EOFY technical tips for advisers

From BT Financial Group

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

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02 Jun 2022

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

From BT Financial Group

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.

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09 May 2022

Top 5 Budget-related technical topics for advisers

From BT Financial Group

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

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01 Apr 2022

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

From BT Financial Group

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’

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31 Mar 2022

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

From BT Financial Group

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

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24 Feb 2022

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

From BT Financial Group

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

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21 Feb 2022

COVID resurgence top of mind for financial advisers

From BT Financial Group

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,

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19 Oct 2021

Matthew Rady appointed Chief Executive Officer, BT Financial Group

From BT Financial Group

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

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16 Sep 2021

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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 [...]