BTFG backs Panorama and Adviser View

"financial planning" "financial reporting"

2 November 2015
| By Mike |
image
image
expand image

BT Financial Group (BTFG) chief executive, Brad Cooper has sought to point to the positives of the group's results described as "soft" in the Westpac result, making clear that they were the result of once-off issues, including the partial sale of BT Investment Management.

Indeed, Cooper maintains that when the once-off issues are stripped out of the result then BTFG's cash earnings were actually up six per cent.

He also pointed to other achievements within the group, including its comprehensive wealth management solution "Panorama" now having more than 2,000 registered advisers using the system.

Cooper said the continued development of Panorama would be a key factor enabling the firm to respond quickly to rapid industry change and to the changing needs of advisers and their clients.

He also pointed to BTFG's launch of Adviser View.

"There are already more than 2,400 pieces of feedback with an average rating of 4.89 out of 5," Cooper said.

"We are adding enhancements to the site over the coming months, which will deliver even greater transparency in terms of the quality of our financial advisers."

 

 

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

15 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 20 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 18 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 21 hours ago