BTFG Media Releases

Securitor launches new research website

Fri, 24 Feb 2012 15:00:00 +1100

Securitor has launched a new investment research and strategy website that gives advisers access to up-to-date, in-depth equities, product and thematic market research and commentary.

BTFG's response to the Productivity Commission Inquiry into Superannuation

Fri, 20 Jan 2012 16:45:00 +1100

BT Financial Group head of superannuation Melanie Evans said for the superannuation system to deliver higher retirement savings, Australians needed a more open and competitive market.

Advance named Best Fund Manager in Money Magazine

Thu, 8 Dec 2011 13:10:00 +1100

Advance Asset Management has been named Best Fund Manager in Money magazine's 2012 Best of the Best Awards. Advance has also been named Best Balanced Fund and Best Growth Fund for its Moderate Multi-Blend Wholesale Fund and Balanced Multi-Blend Wholesale Fund respectively.

Phil Butterworth to join BT Financial Group

Wed, 9 Nov 2011 13:10:00 +1100

Long-time industry chief Phil Butterworth to become Managing Director of a new business unit which includes successful and established Magnitude business. Along with Butterworth, Mario Modica, Kon Costas and Andrew Rutter will join BT Financial Group to drive new initiatives to help advice practices grow.

Head of Bank of Melbourne Private announced

Mon, 31 Oct 2011 16:30:00 +1100

Jonathan Ayres has been appointed the first head of the new Bank of Melbourne Private. General Manager of Private Wealth at BT Financial Group, Jane Watts, said she was delighted to have Jonathan on board to drive the growth of Bank of Melbourne Private in Victoria.

BT Financial Group scoops three insurance awards

Fri, 21 Oct 2011 16:30:00 +1100

BT Financial Group has won three awards at last night's prestigious annual AB+F Insurance Awards. It was also a finalist for General Insurance Company of the Year.

Contents Insurance wins top award for second year in a row

Thu, 20 Oct 2011 16:30:00 +1100

Contents insurance available through Westpac, St.George, BankSA and Bank of Melbourne has again been awarded a 5-star rating and taken out the Canstar Cannex National Award for Outstanding Value Contents Insurance.

Asgard releases details on Infinity eWRAP ahead of major national roadshow

Wed, 12 Oct 2011 10:30:00 +1100

Asgard has released further details of its new Infinity platform ahead of a major national roadshow in five Australian cities.

Westpac launches virtual financial planning service

Wed, 28 Sep 2011 10:30:00 +1000

Westpac has launched its first virtual financial planning service, allowing customers in remote locations to talk face to face with a financial planner based in Sydney via video-link using real-time technology.

Asgard set to transform platform investing with Infinity

Mon, 26 Sep 2011 10:30:00 +1000

Asgard today announced it will launch a significant new addition to the award-winning Asgard platform, which will target investors with lower balances or specific needs.

BTFG responds to Government's Stronger Super reforms

Wed, 21 Sep 2011 10:30:00 +1000

BT Financial Group, one of Australia's largest superannuation providers, says the flexibility the Government has included in its Stronger Super announcement will provide a solid foundation for the future of retirement savings in Australia.

Advance launches three new funds

Tue, 23 Aug 2011 10:30:00 +1000

Advance Asset Management has launched three new sector multi-blend funds:

Advance Alternative Strategies Multi-Blend Fund
Advance Asian Shares Multi-Blend Fund; and
Advance Cash Multi-Blend Fund.

BT Insurance awarded highest possible rating

Thu, 18 Aug 2011 10:30:00 +1000

BT Insurance has been awarded an "A*" rating for claims processes and customer service by independent consultancy, The Risk Store.

Advance named Fund Manager of the Year

Wed, 17 Aug 2011 12:00:00 +1000

Advance Asset Management has been named Fund Manager of the Year at the Financial Review Smart Investor Blue Ribbon Awards 2011.

Chris Caton to hit airwaves following record investor interest

Fri, 12 Aug 2011 12:00:00 +1000

BT Financial Group, one of the country's largest wealth managers, will commence a one-off advertising campaign from Friday 12 August, 2011, aimed at reassuring investors after an extraordinary week on the global share markets.

BT Insurance achieves early success with BT Protection Plans

Tue, 05 Jul 2011 12:00:00 +1000

Dealer groups and financial advisers have given strong early support to BT Financial Group's new end-to-end life insurance solution BT Protection Plans which was launched earlier this year.

BT Wrap launches market leading tax and trading tools

Mon, 04 Jul 2011 12:00:00 +1000

BT Wrap has launched major new tax and trading tools, many of which are market leading in the Australian market.

Things you need to know about your super before the end of June

Thu, 23 Jun 2011 12:00:00 +1000

With just a few days left until the end of the financial year, there's still time for Australians to take steps to protect and grow their retirement nest egg.

AdviserNETgain launches major integration with BT Wrap

Wed, 01 Jun 2011 12:00:00 +1000

Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity.

BT Financial Group appoints Head of Practice Management

Mon, 30 May 2011 12:00:00 +1000

Mark Spiers, General Manager Advice today welcomed BT Financial Group’s new Head of Practice Management Wes Hall into the fold.

BT Wrap unveils online enhancements ahead of year-end

Thu, 26 May 2011 12:00:00 +1000

BT Wrap has launched a series of improvements to its platform as 30 June approaches, including changes to its comprehensive year-end microsite and a refreshed look and feel for its Wrap DeskTop.

BT Financial Group Appoints Head of Retirement

Tue, 18 May 2011 12:00:00 +1000

David Lees, General Manager - Super, Investments and Retirement at BT Financial Group, today announced the appointment of Mr Rodney Greenhalgh as Head of Retirement effective 6 June.

BT Financial Group's response to Federal Government's Future of Financial Advice announcement

Thu, 28 Apr 2011 12:00:00 +1000

BT Financial Group (BTFG) has responded to the Government's Future of Financial Advice (FOFA) announcement today.

"Australia's superannuation savings pool is set for extraordinary growth and we have to make sure our super and investment system is credible and trustworthy with customers' best interests at its heart. We support what the Government is trying to achieve - improved transparency and increased investor confidence in the industry," BTFG's Chief Executive, Brad Cooper, said.

Asgard revamps its insurance offering

Wed, 30 Mar 2011 12:00:00 +1000

Asgard has upgraded its insurance offering, Asgard Personal Protection Package, delivering new online application and tracking tools as well as product enhancements including the introduction of a unique Mortgage Acceptance Cover feature.

BT Wrap helps solve excess super contributions tax enigma

Mon, 28 Mar 2011 12:00:00 +1000

While industry debate on excess super contributions tax continues to gather steam, BT Wrap has released its Super Contributions Tracker allowing advisers to generate up-to-date contribution reports for their super clients.

Asgard partners with AIOFP for platform solution

Tue, 8 Mar 2011 12:00:00 +1000

Asgard today announced its eWRAP platform will provide a new private label solution to the Australian Association of Independently Owned Financial Planners (AIOFP) via their member owned product relationship business, Personal Choice Management Pty Ltd (PCM).

BT Wrap's new badge reports underpin dealer group support

Mon, 28 Feb 2011 12:00:00 +1000

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.

BT Life Insurance launches to the independent financial adviser market

Mon, 14 Feb 2011 12:00:00 +1000

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.

Stronger super the catalyst needed for unified sector reform

Thu, 16 Dec 2010 12:00:00 +1000

BT Financial Group has endorsed the Federal Government's response to the Cooper Review as the most significant opportunity for the sector to increase access and engagement in super and drive better retirement outcomes for all Australians.

Insurance appointments bolster integrated service offering

Wed, 17 Nov 2010 12:00:00 +1000

Mark Smith, General Manager of Insurance, today announced two key appointments to BT Financial Group's insurance business. Daniel Musson has been appointed to the role of Head of Bancassurance from his most recent role at Bank of Queensland and Jim Glossat has been promoted to Head of General Insurance.

AdviserNETgain takes ongoing advice to the next level

Tue, 16 Nov 2010 12:00:00 +1000

AdviserNETgain, an online financial planning solution that integrates advisers‟ front and back office, has released its new bulk review feature enabling the production of an unlimited number of review advice documents in one process.

BT Financial Group "Best of the Best" in Customer Service.

Wed, 10 Nov 2010 12:00:00 +1000

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'.

BT Super For Life Tops $1Billion And Saves Cutomers $10Million In Fees

Fri, 1 Oct 2010 12:00:00 +1000

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.

Magnitude tackles the future at fifth annual conference

Tue, 28 Sep 2010 12:00:00 +1000

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.

Matthew Englund appointed head of dealer groups

Tue, 21 Sep 2010 12:00:00 +1000

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.

BT Wrap and Asgard platforms dominate AFR Smart Investor Awards

Fri, 17 Sep 2010 12:00:00 +1000

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.

Securitor set to accelerate adviser numbers

Mon, 13 Sep 2010 12:00:00 +1000

Advisers looking to thrive in a changing environment are being targeted to transition their practice to Securitor and grow their business to a full Fee for Advice offer, no matter what their business model or their stage of progress on this inevitable path.

Securitor: Having real client conversations

Wed, 1 Sep 2010 12:00:00 +1000

Transitioning to Fee for Advice - Masterclass

The Association of Financial Advisers and Securitor have come together to provide financial advisers with practical tools and ideas to help them work towards a fee for advice pricing model.
The 'Future of Financial Advice' breakfast masterclasses, being held during September in Sydney, Melbourne and Brisbane, will focus on how to have real conversations with clients about their needs and the value of professional advice.

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

Mon, 16 Aug 2010 12:00:00 +1000

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 the client's shares information.

Recognition for BT Super for Life's simplicity

Fri, 23 Jul 2010 12:00:00 +1000

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.

Engaging workers in a competitive super market remains key

Wed, 7 Jul 2010 12:00:00 +1000

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, according to BT Financial Group (BTFG) as it commented on the recommendations of the Cooper Review into the Superannuation System.

Asgard - making a difference for advisers at tax time.

Mon, 5 Jul 2010 12:00:00 +1000

As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients' personal tax deductions in super.

BT Life Insurance bolsters technical capability

Thu, 1 Jul 2010 12:00:00 +1000

BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance.

DKN signs for another 5 years with BT Wrap

Thu, 1 Jul 2010 12:00:00 +1000

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 the two groups.

Ron Mehmet appointed Portfolio Manager, Fixed Interest at Advance

Mon, 10 May 2010 12:00:00 +1000

Patrick Farrell, Head of Advance Investment Solutions at BT Financial Group, today announced the appointment of Ron Mehmet as Portfolio Manager, Fixed Interest.

BT goes 3D to help boost investor confidence

Fri, 7 May 2010 12:00:00 +1000

BT Financial Group has embarked on a new integrated marketing campaign using 3D innovations to re-engage investors on the need to think and act long-term when building retirement wealth.

Supercharging a more streamlined super system

Sun, 2 May 2010 12:00:00 +1000

The fact workers will have a 12 per cent Superannuation Guarantee (SG) by 2019-2020 highlights the significance of the Super System Review reforms proposed in March this year, according to BT Financial Group.

Executive changes and new business lines at BT Financial Group

Fri, 9 Apr 2010 12:00:00 +1000

BT Financial Group (BTFG) today announced a restructure of its senior executive team with a number of key internal appointments following the resignation of one of its General Managers, Geoff Lloyd.

BT welcomes SuperStream

Mon, 22 Mar 2010 12:00:00 +1000

Brad Cooper, Chief Executive of BT Financial Group, today welcomed the Cooper Review's SuperStream recommendations and said, if implemented, they would bring about the single biggest improvement to Australians' retirement savings since the Superannuation Guarantee was introduced.

BT Wrap responds to increasing equity demand with multi-client bulk order trading

Mon, 15 Mar 2010 12:00:00 +1000

BT Wrap today launched another round of platform enhancements delivering optimum trading functionality to meet increasing adviser and client demand for equities and Exchange Traded Funds (ETFs).

BT advice on how to simplify super

Mon, 22 Feb 2010 12:00:00 +1000

Most Australians don't understand one of their largest assets - but want help to simplify it.

BT releases Super System Review Phase Two: Operation and Efficiency paper

Thu, 17 Dec 2009 12:00:00 +1000

In its submission to Phase 2 of the Super System Review, BT has outlined a plan for the superannuation industry to make dramatic changes to fund portability, reduce costs and increase engagement by removing systemic infrastructure inefficiencies.

BT releases blueprint for super industry efficiency

Thu, 17 Dec 2009 12:00:00 +1000

BT's Wrap Essentials Responds to Client Demand

Tue, 1 Dec 2009 12:00:00 +1000

Changing market conditions has seen Wrap Essentials revamp its platform offering in response to adviser and client demand for simpler products, quality investment options and easy administration.

BTFG Achieves Excellence In Customer Service

Sat, 31 Oct 2009 12:00:00 +1000

The BTFG Customer Service team scooped the pool at the recent CSIA Australian Service Excellence Awards recognising the team's high standards of management, training and commitment to service excellence.

BT Investment Management Limited appoints new CEO

Fri, 23 Oct 2009 12:00:00 +1000

BT Investment Management Limited (BTIM) today announced that Mr Emilio Gonzalez has been appointed as Chief Executive Officer. Mr Gonzalez will join BTIM on 21 January 2010 with Mr Brian Scullin remaining as Executive Chairman in the interim.

BT Wrap first to market with new annuity product

Thu, 22 Oct 2009 12:00:00 +1000

BT Wrap today announced the first unitised annuity investment option available on an Australian platform for financial advisers and clients increasingly concerned about securing a regular income in retirement.

Wrap launches SMSF enhancements for advisers and accountants

Mon, 21 Sep 2009 12:00:00 +1000

BT Wrap today unveiled its latest round of platform enhancements designed to help advisers and accountants work together to more efficiently manage their self managed super fund (SMSF) clients.

Piers Bolger appointed Senior Manager, Research And Product At BTFG

Thu, 27 Aug 2009 12:00:00 +1000

Matt Englund, Head of Practice Management at BT Financial Group, today announced the appointment of Piers Bolger as the new Senior Manager, Research and Product effective 12 October.

BT Wrap to provide Merrill Lynch's Investment Wrap platform

Tue, 4 Aug 2009 12:00:00 +1000

Chris Freeman, Head of BT Wrap, today announced they have signed a 3-year agreement with Merrill Lynch to provide a badged platform investment solution.

Advance Global Property Fund offers access to global real estate investment

Wed, 10 Jun 2009 12:00:00 +1000

Advance Asset Management Limited (Advance) today announced that Australian retail investors have exclusive access to CBRE Global Real Estate Securities (CBRE GRES) through the Advance Global Property Fund which is now available on the Asgard, BT and Colonial First State platforms.

Expanded Shadforth Financial Group signs partnership with BT's Wrap Platform for a further 3 years

Tue, 9 Jun 2009 12:00:00 +1000

BT Financial Group is pleased to announce it will extend its existing relationship to provide BT Wrap platform solutions to leading advice group Shadforth Financial Group for another three years.

BT Financial Group announces senior appointments in super and investments

Thu, 11 Dec 2008 12:00:00 +1000

BT Financial Group today announced the appointment of Patrick Farrell to Head of Investments and Melanie Evans to Head of Superannuation in the Superannuation Investment Solutions team in its combined wealth management business, formed by the merger of Westpac Banking Group and St.George Bank.