BT Financial Group has released a new dedicated adviser hub offering advisers and licensees services to support their business capability.
Through its Open Services Hub, practice owners, advisers and support staff can register online to access a range of practice services including AFSL transition support, ASFL responsible manager support, customisable client marketing, technical support, governance support as well as insights and a schedule of educational and networking events, BT said in a statement.
In addition, advisers and practices can be given negotiated pricing with third-party service providers, who then provide services including research, compliance support, training, professional indemnity insurance and advice software support.
“We know advisers can spend a lot of time sourcing different services and third-party providers, which can be time consuming for their business,” said head of BT Open, Phil Butterworth.
“We’ve unbundled the traditional adviser services offering so advisers can pick and choose services to support their practice.
“We will broaden the offer over time as we continue to meet the preferences and needs of advisers and licensees.”
The Open Services Hub is open to all advisers and licensees regardless of any previous relationship with BT.
Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.
You can contact him on [email protected].
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