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Everything from Kate Gorman - BT Financial Group

Asgard kicks off 3-year equities roadmap with custodial shares and corporate actions solution

From Kate Gorman - BT Financial Group

Asgard has launched its custodial shares solution through eWRAP Investment giving advisers the ability to manage their clients’ corporate actions online by allowing the platform to take delivery of all

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16 Aug 2010

Recognition for BT for life's simplicity

From Kate Gorman - BT Financial Group

BT’s quest to help more Australians understand and engage with their super was recognised at the recent Australian Superannuation Funds Association (ASFA) Communication Awards. BT’s Head of Superannuation Melanie Evans

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23 Jul 2010

Engaging workers in a competitive super market remains key

From Kate Gorman - BT Financial Group

In order to meet the retirement needs of future generations, the superannuation industry needs an overhaul of at least the scale the Government is signalling via its current reform agenda,

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05 Jul 2010

Asgard – making a difference for advisers at tax time

From Kate Gorman - BT Financial Group

As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients’ personal tax deductions in super. This makes Asgard one of the

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02 Jul 2010

DKN signs for another 5 years with BT Wrap

From Kate Gorman - BT Financial Group

BT Wrap is delighted to announce it has signed a further five year agreement with DKN Financial Group Limited (DKN), reflecting the continued strength of the long term partnership between

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01 Jul 2010

BT life insurance bolsters technical capability

From Kate Gorman - BT Financial Group

BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance. In a newly created role, Jason will be responsible for

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01 Jul 2010

Earn CPD Points

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 [...]