BT (wealth management)

BT is a wealth management brand under Westpac in Australia, offering financial planning, superannuation, investments, and insurance.

• 2021.12.13

  Reported2021.12.13

  BT Financial Group cuts superannuation fees[1]BT Financial Group下调养老金管理费financialstandard.com.au

  BT Financial Group cut fees for its MySuper and Choice members, almost halving the dollar-based annual administration fee from $108 to $56.

• Unconfirmed

  Reported2020.07.02

  Endorphin launches MDA service[2]Endorphin推出MDA服务moneymanagement.com.au

  Endorphin Wealth Management launched a managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planning and BT Financial Group.

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1. 1BT Financial Group下调养老金管理费financialstandard.com.au
2. 2Endorphin推出MDA服务moneymanagement.com.au