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.”
An Australian CEO says there are certain myths about digital advice and compliance within the advice industry, one of which is that ASIC is not suppor...
The Your Future, Your Super reforms could put advisers under fresh scrutiny, this time directed from their clients. ...
Business owners and advisers must move now on SME tax debt disclosure as the ATO starts to turn its focus on it, according to a non-bank lender. ...
Get notifications in real time and stay up to date with content that matters to you.
