BT Financial Group is now offering a telephone-based service for trauma claims.
Category: Services
Advisers Shopping Around for Dealer Groups
April 19, 2012 – 6:04 pm
An unexpectedly high number of advisers are unhappy with their current licensee arrangements, according to Pinnacle Practice’s Anne Fuchs.
FSP Launches New Offer to Build Adviser Numbers
March 23, 2012 – 3:58 pm
Financial Services Partners (FSP) has launched a new value proposition and service offer, which it says is designed to attract new advisers to the group.
Matchmaking Service for Advisers and Dealer Groups
March 20, 2012 – 1:49 pm
A new ‘matchmaking’ service has been launched to help advisers determine the most appropriate licensee for their business’ needs.
BT Insurance Targets High Net Worth Clients
March 19, 2012 – 10:10 am
BT has launched an extension to its retail insurance offer which targets high net worth clients.
Exclusive Real Estate Referral Opportunity for Sentry Advisers
March 13, 2012 – 8:17 pm
Sentry Advice Group has partnered with the real estate industry to provide its advisers with an exclusive life insurance referral process.
Securitor Launches Accountants Advice Solution
March 6, 2012 – 5:38 pm
Securitor has launched an initiative to assist accountants to provide financial advice to their clients once the accountants’ exemption is removed.
News in Brief
February 22, 2012 – 9:47 am
- Women in Focus for WA Boutique
- New Social Media Tools for Advisers
- Bendigo Wealth Scaled Advice Initiative
Smartphone App for AFS Advisers
February 22, 2012 – 8:19 am
Dealer group Australian Financial Services (AFS) is preparing to launch a mobile platform for advisers that it says will enhance dealer group to adviser, and adviser to client communications.
FSP Releases XPlan Enhancements
February 22, 2012 – 8:10 am
Improved practice productivity is the driver behind a range of XPlan enhancements announced by Financial Services Partners (FSP) this week.
