Search Results | Showing 71 - 80 of 137 results for "Panorama" |
| | | ... Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting from JANA and Antares as the direct equity model manager. Strategic Wealth managing director Peter ... |
| | | | ... $20 million. Total costs associated with restructuring the wealth business was $190 million. On a brighter note, the BT Panorama platform recorded a 38% jump in funds to $17 billion. However, this was dampened by lower platform margins as a result of ... |
| | | | ... seems to be shrinking, with Investment Trends noting the gap between first and second had been narrowed. Meanwhile, BT Panorama - debuting in the report - grabbed third spot, and was recognised for its online business management prowess, ranking first ... |
| | | | ... Capital Advisers, Class will provide software to support the company's offering, including services to licensees using BT Panorama. The investment is via convertible notes which are expected to convert into equity based on a growth-related valuation. ... |
| | | | ... adviser distribution platform where he led a national sales team of more than 45 people and the distribution efforts for BT Panorama. In his new job, he will report to Colonial First State's general manager distribution Peter Chun. "I am pleased to announce ... |
| | | | ... flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different risk profiles and no portfolio level investment management fees. ... |
| | | | ... across to the business development team responsible for Zurich's wrap platform. "Great to join BT and be part of the Panorama growth journey and success," La Macchia said in a LinkedIn post. "I am grateful to the team [at MGP] for the opportunities and ... |
| | | | ... margin compression from price reductions and lower revenue from its financial advice business, BTFG said. Meanwhile, BT Panorama continued to grow with the number of registered investors doubling to more than 23,000 on the prior corresponding period. ... |
| | | | ... follows the launch of BT Open in July, which included pricing changes across investment platforms and the launch of BT Panorama Compact. BT Open Services is open to all advisers and licensees irrespective of whether they have a relationship with BT platforms. ... |
| | | | ... The fund has 'recommended' rating from Lonsec, 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return ... |
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