BTFG backs Panorama and Adviser View

"financial-planning"/"financial-reporting"/

2 November 2015
| By Mike |
image
image image
expand image

BT Financial Group (BTFG) chief executive, Brad Cooper has sought to point to the positives of the group's results described as "soft" in the Westpac result, making clear that they were the result of once-off issues, including the partial sale of BT Investment Management.

Indeed, Cooper maintains that when the once-off issues are stripped out of the result then BTFG's cash earnings were actually up six per cent.

He also pointed to other achievements within the group, including its comprehensive wealth management solution "Panorama" now having more than 2,000 registered advisers using the system.

Cooper said the continued development of Panorama would be a key factor enabling the firm to respond quickly to rapid industry change and to the changing needs of advisers and their clients.

He also pointed to BTFG's launch of Adviser View.

"There are already more than 2,400 pieces of feedback with an average rating of 4.89 out of 5," Cooper said.

"We are adding enhancements to the site over the coming months, which will deliver even greater transparency in terms of the quality of our financial advisers."

 

 

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 17 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo