All Articles tagged with 'BT Wrap'

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BT Wrap boosts model portfolio capability

From BT Financial Group

BT has enhanced its model portfolio offer for dealer groups and advisers with the introduction of bulk linking and rebalancing. Since launching model portfolios in 2010 BT has been working

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22 May 2014

Planners’ satisfaction with platforms reach a ten year high

From Investment Trends

Satisfaction with platforms reached the highest level recorded in the ten years of this study’s history, surpassing the high that was achieved in 2012, according to a new report released

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11 Jul 2013

BT Wrap Capital Protection expands fund menu

From BT Financial Group

BT has expanded the list of managed funds eligible for Wrap Capital Protection from over 80 to more than 150 following strong take-up by dealer groups and advisers. “Since the

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14 May 2013

BT Financial Group launches Wrap Capital Protection

From BT Financial Group

BT Financial Group has announced a capital protection product that allows Australians the opportunity to generate growth in their retirement or investment portfolio while preserving a minimum outcome at the

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13 Nov 2012

BT Wrap proves financial year winner

From BT Financial Group

BT Wrap has achieved another first – this time being the first major Australian platform to deliver 100 per cent of investors’ Wrap Tax Statements [and SuperWrap Annual Statements] for

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16 Oct 2012

BT Wrap launches new online tool

From BT Financial Group

Building on BT Wrap’s efficient and seamless processes for delivering end of year statements, financial advisers now have access to a new online tool which generates an estimated release date

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26 Jul 2012

BT Wrap wins best investment platform

From BT Financial Group

BT Wrap won the best investment platform category of the Smart Investor Blue Ribbon awards, which acknowledge leading products and services in the fields of investment, finance, banking and insurance.

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22 Aug 2011

BT Wrap’s new badge reports underpin dealer group support

From Kate Gorman - BT Financial Group

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

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28 Feb 2011

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

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 [...]