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Showing 1 - 10 of 28 results for "BT Advice"

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... communication challenges of adopting managed accounts within advice practices. Earlier in his career, Mitchell worked at BT Advice, starting as a financial adviser before becoming a professional capability manager. In that role, he supported adviser ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
AMP is reinventing the Jigsaw business to serve more self-licensed financial advisers. AMP has overhauled Jigsaw's offering, introducing an enhanced Essentials package. It already includes compliance support such as Responsible Manager training, education ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... always, advisers should keep in mind the cut-off dates for transactions to be reflected in year-end statements," the BT advice stated. "Each super fund or wealth management platform can vary, and the deadlines can be several days before June 30." Further ...

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
... see how far society has come toward breaking the bias and achieving gender equality, there is still more to be done, BT advice technical and regulatory, senior manager Sarah Conte said. "With the workplace gender equality agency citing it will take a ...

Six Park hires operations chief

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
... officer. She most recently worked in the bank's group and change integration unit and before that was a director for BT Advice. Prior to that, she was at Westpac subsidiary St. George for more than a year. The firm also hired Anton Ivanopoulos as ...

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
... financial advice from Westpac-aligned financial advisers through Westpac, St George Bank, Bank of Melbourne, BankSA and BT Advice were sold needlessly expensive life insurance. According to Shine's case, these consumers who were advised into Westpac ...

Advice firm partners with mortgage aggregator

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
Encore Advisory Group has partnered with Loan Market, a mortgage aggregator, establishing a new business. The new joint business will be called Financial Advice Mortgage Solutions (FAMS). FAMS said the new business will bring together everything a professional ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
The former general manager of BT Financial Advice, who was grilled at Royal Commission hearings last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... General Advice team within the chief operating office. Those currently providing personal advice will remain within BT Advice. In addition, the changes would see the role of the Advanced Financial Adviser cease to exist for those operating outside of ...
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