BT FINANCIAL GROUP
Top 100
OnePath outshone its competitors in the risk trauma products category in the Money Management/DEXX&R Adviser Choice Risk Awards, with MLC Insurance Critical Illness Plus ...
Top 100
Offering life insurance via its superannuation wrap has secured BT Financial Group (BTFG) top spot in both Super Risk categories (See also: Adviser Choice Super Risk Disa...
Financial planning
BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....
Top 100
BT Financial Group is two for two with insurance in super on platforms winning this category, as well as that of Super Risk Term & TPD Rider. ...
Top 100
Getting the right balance between having a good product, strong relationships with financial advisers and quality service has been key to the success of Clearview's LifeS...
Funds management
BT Financial Group has realigned its internal investment management teams within a single business unit and has moved Advance Asset Management head Patrick Farrell into t...
Life/Risk
BT Financial Group has been named Risk Company of the Year in the Money Management/DEXX&R Risk Company of the Year Awards....
Financial planning
Westpac chief executive Gail Kelly is stepping down after eight years at the helm, to be replaced by the bank’s head of wealth....
Financial planning
Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....
Awards
TAL has won the Employer of the Year for its range of pro-active steps over the past 12 months to address gender imbalances within the workplace, with Chief People and Cu...
Awards
Taking a lead in delivering a new insurance product to the market and creating master classes saw BT Financial Group’s Katherine Ashby get the award for Money Management ...
Awards
Some of the industry’s most courageous and inspiring women were celebrated at Money Management and Super Review’s second annual Women in Financial Services Awards. ...
Editorial
The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...
Financial planning
BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...