Investor Group signs up with BT
In a bid to take on the corporate superannuation market listed financial services firm the Investor Group has aligned its thrust with BT Corporate Superannuation.
In a bid to take on the corporate superannuation market listed financial services firm the Investor Group has aligned its thrust with BT Corporate Superannuation.
As part of a push into specialisation in financial planning the group has adopted a corporate superannuation strategy and will roll out the BT Lifetime Super — Employer Plan.
Investor Group’s financial services division chief executive Tim Townsend says the logic behind the choice of service provider was part of Investor Group’s strategic decision and more than just product selection.
As part of the plan, a corporate super task force made up of 20 staff from 10 of the different firms, will be established.
Townsend says they will meet on a fortnightly basis and be dedicated to corporate superannuation.
“We’ll be putting them through training and strategy planning for marketing commitment,” Townsend says.
The marketing focus on corporate superannuation comes in the same week Investor Group decided on a single dealers licence, in line with the current tender to centralise its outsourced service suuply.
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
