BT Financial Group has launched a new online portal for financial advisers, providing access to expert information on superannuation, tax, estate planning and practice management.
The BT Adviser Services (BTAS) website also provides templates for advice documents and compliance requirements. The service has attracted more than 12,000 individual page views per day since launching.
“BTAS really puts everything a planner needs at their fingertips,” said BT's head of practice management – advice, Wes Hall.
“Whether it’s finding out the latest insights on our model portfolios from our highly regarded research team, technical support on detailed superannuation strategies or the latest policy information, BTAS will help you.
“In this market, advisers want tools that allow them to focus on their relationships with clients and work in ways that are both smarter and faster.”
While he doesn’t believe single adviser practices are being intentionally harmed by the government, a licensee head ...
In today’s financial services industry, success hinges less on being the best adviser and more on excelling as a ...
The number of high-net-worth investors with unmet advice needs is stable at 58 per cent, but the broader HNW pool now ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin