BT Wrap’s new badge reports underpin dealer group support

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BT Wrap has upped their level of reporting tools for dealer groups providing easier access to transparent reporting and assisting them manage their business and compliance needs. Head of BT Wrap, Chris Freeman, said the reports build on the enhanced Dealer Group DeskTop launched last year, as part of BT Wrap’s model portfolio offering, and […]

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BT Life Insurance launches to the independent financial adviser market

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BT Financial Group will deliver a fresh approach to the life insurance sector by extending their insurance footprint and launching an independent financial adviser (IFA) end-to-end solution. Launching the first product suite, BT Protection Plans, under the new brand BT Insurance, BT Financial Group’s head of life insurance Phil Hay said the three year project […]

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BT Financial Group ‘Best of the Best’ in Customer Service

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BT Financial Group (BTFG) reigned supreme at last night‟s Australian Service Excellence Awards taking out two top line honours – the blue ribbon award, “Best of the Best” for Outstanding Excellence in Customer Service, as well as taking home top prize for “Division of a Large Business”. Accepting the award last night, Chief Executive Brad […]

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Jane Watts to lead Westpac Private Bank

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Brad Cooper, BT Financial Group’s Chief Executive, today announced the appointment of Jane Watts to General Manager of Westpac Private Bank. Ms Watts joins Westpac Private Bank from her most recent position as Executive Director – Head of Wealth Management at Macquarie Private Wealth. “At BT Financial Group we are very focused on earning all […]

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Darren Whereat appointed Asgard’s Head of Distribution

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Tim North Ash recruited to National Manager – Key Accounts, Institutional and NSW sales Craig Lawrenson, Head of Asgard, today announced the promotion of Darren Whereat to Head of Distribution following a review of Asgard’s sales and business support teams. Darren was promoted to the role after 2 years as Asgard’s Head of Institutional Business […]

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BT Super for Life tops $1 billion and saves customers $10 million in fees

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BT‟s multi-award winning super fund, BT Super for Life, has reached its first billion dollars in funds under management – proving Australians are eager to engage with their super via a low-cost and simple superannuation solution. BT Financial Group‟s Head of Superannuation, Melanie Evans, said that while the demand for BT Super for Life was […]

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Magnitude tackles the future at fifth annual conference

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Magnitude will hold their fifth annual conference this week with the dealer group tackling the future under the conference theme, “Swing of the Pendulum,” against the backdrop of Byron Bay. Deborah Potts, National Manager Magnitude, said the conference theme reflected their strategy of learning and working together towards a more efficient, transparent and client-focused industry. […]

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Matthew Englund appointed head of dealer groups

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Mark Spiers, BT Financial Group’s General Manager of Advice, today announced the appointment of Matthew Englund to Head of Dealer Groups, which incorporates Securitor and Magnitude, following the resignation of Neil Younger. Matthew most recently headed up the Practice Management team in Advice since the merger between Westpac and St.George. “In this role, he has […]

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BT Wrap’s 3-year development program delivers next stage: model portfolio tools

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BT Wrap today launched their model portfolio enhancements to support advisers with the increasing complexity and costs resulting from the explosion of self managed super funds and increasing investor demand for equities. Chris Freeman, Head of BT Wrap, said the model portfolio enhancements reinforce Wrap‟s position as market-leaders in the platform market. “Our product innovation […]

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BT Wrap and Asgard platforms dominate AFR Investor Awards

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The calibre of BT Financial Group’s two platform businesses and the people who support them was reflected with BT Wrap and Asgard both taking home awards at the annual AFR Smart Investor Blue Ribbon Awards Asgard won the award for Best Investment Platform with Asgard eWRAP and BT Wrap took home the gong for Best […]

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