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Everything from BT Financial Group

BT Panorama hits $100bn funds under administration

From BT Financial Group

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

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12 Jul 2021

Top 5 EOFY tips for financial advisers

From BT Financial Group

With the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds, which includes an increase

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16 Jun 2021

Advisers focus on getting back to business as COVID relief ends

From BT Financial Group

Advisers are focusing on proactive strategies for clients, with superannuation and particularly contributions top of mind, as social security measures take a back seat. In the March quarter, the top

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27 Apr 2021

BT Panorama welcomes more than 38,000 BT Wrap customer accounts; FUA reaches $49 billion

From BT Financial Group

BT Panorama is now Australia’s largest contemporary investment platform with $49 billion of funds under administration (FUA). More than 38,000 BT Wrap client accounts have been transferred to BT Panorama

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29 Mar 2021

BT appoints Head of Platforms as migrations get underway

From BT Financial Group

BT has announced the appointment of Kieran Varcoe as its new Head of Platforms. Kieran joins BT with more than 20 years’ wealth and platforms experience, having specialised in product

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05 Feb 2021

Delayed plans to downsize now in sight for Australian retirees

From BT Financial Group

COVID-19 continued to be a dominant theme in Australians’ conversations with their financial advisers in the final quarter of 2020, as clients realise their plans to downsize for lifestyle or

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27 Jan 2021

$1.3 billion flows into BT Panorama for July as FUA surpasses $30 billion

From BT Financial Group

BT Panorama, the Australian retail platform with the largest rolling annual netflow[1], increased FUA by $1.3 billion during the month of July, and on 11 August 2020 reached the milestone

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19 Aug 2020

BT Panorama mobile app receives highest user ratings for third year in a row

From BT Financial Group

For the third year running, the BT Panorama mobile app achieved the highest ratings from advisers surveyed, according to the latest Investment Trends Planner Technology Report. Nine out of ten

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13 Jul 2020

At the 10th anniversary of teleclaims, the majority of BT’s retail life insurance claims are now processed without filling in forms

From BT Insurance

The majority of BT’s retail customers who are making a claim under their life insurance policies are now doing so by teleclaim, without the need to fill out claim forms.

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03 Jul 2020

BT Panorama rated no.1 for online business management; mobile app usage surges to 6,000 logins per week

From BT Financial Group

For the second year running, BT Panorama has achieved the highest total score for online business management, mobile platform and client portal features, according to the latest Platform Competitive Analysis

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28 Feb 2020

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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 [...]